Waldron Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,640
-12.3%
60,752
-3.0%
0.24%
-8.7%
Q2 2023$5,291
-6.5%
62,627
-8.1%
0.26%
-4.0%
Q1 2023$5,656
-11.5%
68,120
-14.5%
0.28%
-30.7%
Q4 2022$6,388
-99.9%
79,6850.0%0.40%0.0%
Q3 2022$6,388,000
-14.9%
79,685
-3.3%
0.40%
-5.7%
Q2 2022$7,506,000
-17.5%
82,393
-1.8%
0.42%
-9.7%
Q1 2022$9,093,000
-6.3%
83,915
+0.3%
0.47%
-2.7%
Q4 2021$9,703,000
+11.0%
83,641
-2.6%
0.48%
-5.9%
Q3 2021$8,738,000
+7.4%
85,860
+7.4%
0.51%
-2.1%
Q2 2021$8,134,000
+6.9%
79,917
-3.5%
0.52%
-1.7%
Q1 2021$7,607,000
+7.5%
82,811
-0.6%
0.53%
+0.6%
Q4 2020$7,078,000
+10.4%
83,349
+2.7%
0.53%
-4.0%
Q3 2020$6,410,000
-58.1%
81,189
-58.3%
0.55%
-59.5%
Q2 2020$15,302,000
+63.2%
194,856
+45.1%
1.35%
+35.3%
Q1 2020$9,379,000
+68.7%
134,280
+124.1%
1.00%
+101.8%
Q4 2019$5,559,000
+24.8%
59,913
+25.4%
0.50%
+9.0%
Q3 2019$4,455,000
+39.3%
47,777
+31.8%
0.45%
+33.5%
Q2 2019$3,198,000
+12.4%
36,257
+11.5%
0.34%
+5.9%
Q1 2019$2,845,000
+69.4%
32,512
+44.4%
0.32%
+32.6%
Q4 2018$1,679,000
+88.9%
22,518
+104.3%
0.24%
+39.9%
Q3 2018$889,000
+146.9%
11,024
+149.4%
0.17%
+121.8%
Q2 2018$360,0004,4200.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders