Peninsula Wealth, LLC - 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
Peninsula Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,340,695
-12.9%
46,599
+1.5%
0.78%
-22.0%
Q2 2023$3,837,434
+1.5%
45,924
+0.9%
1.00%
-8.1%
Q1 2023$3,780,064
+2.0%
45,521
+1.3%
1.09%
-6.4%
Q4 2022$3,705,977
+1.1%
44,932
-1.7%
1.17%
-9.9%
Q3 2022$3,665,000
-13.3%
45,711
-1.5%
1.29%
-9.6%
Q2 2022$4,229,000
-15.4%
46,412
+0.7%
1.43%
+0.6%
Q1 2022$4,996,000
-6.4%
46,101
+0.2%
1.42%
-0.8%
Q4 2021$5,337,000
+15.0%
46,002
+0.9%
1.44%
-2.6%
Q3 2021$4,639,000
+1.2%
45,574
+1.2%
1.47%
-1.9%
Q2 2021$4,584,000
+13.5%
45,038
+2.4%
1.50%
+3.7%
Q1 2021$4,040,000
+7.1%
43,978
-1.0%
1.45%
+2.3%
Q4 2020$3,771,000
+27.7%
44,401
+18.7%
1.42%
+11.9%
Q3 2020$2,953,000
+1.7%
37,405
+1.1%
1.26%
-6.6%
Q2 2020$2,904,000
+9.0%
36,981
-3.1%
1.35%
-9.2%
Q1 2020$2,665,000
-22.2%
38,152
+3.3%
1.49%
-6.0%
Q4 2019$3,426,000
-7.8%
36,918
-7.3%
1.59%
-14.6%
Q3 2019$3,717,000
+7.8%
39,826
+1.0%
1.86%
+5.0%
Q2 2019$3,448,000
+6.7%
39,425
+6.1%
1.77%
-1.0%
Q1 2019$3,233,000
+5.3%
37,171
-9.8%
1.79%
-6.6%
Q4 2018$3,069,000
-6.7%
41,214
+1.1%
1.91%
+7.8%
Q3 2018$3,290,000
+0.9%
40,776
+1.9%
1.77%
-7.4%
Q2 2018$3,260,000
+4.2%
40,015
-3.5%
1.92%
+2.7%
Q1 2018$3,128,00041,4591.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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