Keystone Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,343 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 3.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
Keystone Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$373,912
-9.5%
4,9420.0%0.13%
-5.1%
Q2 2023$412,954
+0.6%
4,9420.0%0.14%
-1.4%
Q1 2023$410,384
+0.7%
4,9420.0%0.14%
+2.2%
Q4 2022$407,616
+2.9%
4,9420.0%0.14%
-9.9%
Q3 2022$396,000
-12.0%
4,9420.0%0.15%
-3.8%
Q2 2022$450,000
-16.0%
4,9420.0%0.16%
-11.7%
Q1 2022$536,000
-20.8%
4,942
-15.3%
0.18%
-22.5%
Q4 2021$677,000
+14.0%
5,8370.0%0.23%
+6.9%
Q3 2021$594,0000.0%5,8370.0%0.22%
+0.5%
Q2 2021$594,000
+10.8%
5,8370.0%0.22%
+7.5%
Q1 2021$536,000
+8.1%
5,8370.0%0.20%
-2.9%
Q4 2020$496,000
+7.6%
5,8370.0%0.21%
-7.6%
Q3 2020$461,000
+0.7%
5,8370.0%0.22%
-1.3%
Q2 2020$458,000
+12.3%
5,8370.0%0.23%
-3.4%
Q1 2020$408,000
-24.7%
5,8370.0%0.23%
-3.3%
Q4 2019$542,000
-0.4%
5,8370.0%0.24%
-6.9%
Q3 2019$544,000
+6.7%
5,8370.0%0.26%
+4.0%
Q2 2019$510,000
+0.6%
5,8370.0%0.25%0.0%
Q1 2019$507,000
+16.6%
5,8370.0%0.25%
+2.9%
Q4 2018$435,000
-7.6%
5,8370.0%0.24%
+0.8%
Q3 2018$471,000
-0.8%
5,8370.0%0.24%
-8.0%
Q2 2018$475,000
+7.7%
5,8370.0%0.26%
+6.5%
Q1 2018$441,000
-8.9%
5,8370.0%0.25%
-4.7%
Q4 2017$484,000
-0.2%
5,8370.0%0.26%
-6.2%
Q3 2017$485,000
-0.2%
5,8370.0%0.28%
-6.5%
Q2 2017$486,000
+0.8%
5,8370.0%0.29%
-2.0%
Q1 2017$482,0000.0%5,8370.0%0.30%
-4.8%
Q4 2016$482,000
-4.7%
5,8370.0%0.32%
-5.1%
Q3 2016$506,000
-2.3%
5,8370.0%0.33%
-5.4%
Q2 2016$518,000
+5.9%
5,8370.0%0.35%
+0.3%
Q1 2016$489,000
+5.2%
5,8370.0%0.35%
-0.6%
Q4 2015$465,000
+5.4%
5,8370.0%0.35%
-1.1%
Q3 2015$441,000
+1.1%
5,8370.0%0.36%
+6.6%
Q2 2015$436,000
-12.6%
5,837
-1.4%
0.33%
-11.9%
Q1 2015$499,000
-9.6%
5,919
-13.2%
0.38%
-6.9%
Q4 2014$552,000
+10.8%
6,818
-1.5%
0.41%
+8.2%
Q3 2014$498,000
-3.9%
6,9250.0%0.38%
-3.6%
Q2 2014$518,000
+5.9%
6,9250.0%0.39%
+2.9%
Q1 2014$489,000
+9.4%
6,9250.0%0.38%
+5.9%
Q4 2013$447,0006,9250.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders