MARK SHEPTOFF FINANCIAL PLANNING, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,482 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$3,654
+0.7%
440.0%0.00%0.0%
Q4 2022$3,629
-9.3%
440.0%0.00%0.0%
Q3 2022$4,0000.0%440.0%0.00%0.0%
Q2 2022$4,000
-20.0%
440.0%0.00%
-33.3%
Q1 2022$5,0000.0%440.0%0.00%
+50.0%
Q4 2021$5,000
-92.8%
44
-95.0%
0.00%
-95.6%
Q2 2020$69,000
+13.1%
8740.0%0.04%
-2.2%
Q1 2020$61,000
-24.7%
8740.0%0.05%
-9.8%
Q4 2019$81,000
-1.2%
8740.0%0.05%
-7.3%
Q3 2019$82,000
+7.9%
8740.0%0.06%
+5.8%
Q2 2019$76,0000.0%8740.0%0.05%
-5.5%
Q1 2019$76,000
+16.9%
8740.0%0.06%
+1.9%
Q4 2018$65,000
-8.5%
8740.0%0.05%
+10.2%
Q3 2018$71,0000.0%8740.0%0.05%
-7.5%
Q2 2018$71,000
+7.6%
8740.0%0.05%
+15.2%
Q1 2018$66,000
-9.6%
8740.0%0.05%
-2.1%
Q4 2017$73,0000.0%8740.0%0.05%
-4.1%
Q3 2017$73,000
-3.9%
874
-3.7%
0.05%
-5.8%
Q2 2017$76,000
+1.3%
908
-0.1%
0.05%
-1.9%
Q1 2017$75,0000.0%909
+0.1%
0.05%
-5.4%
Q4 2016$75,000
+11.9%
908
+18.1%
0.06%
+12.0%
Q3 2016$67,000
+3.1%
769
+4.6%
0.05%
+2.0%
Q2 2016$65,000
+4.8%
7350.0%0.05%
-2.0%
Q1 2016$62,000
+5.1%
7350.0%0.05%
+4.2%
Q4 2015$59,000
+5.4%
7350.0%0.05%
-2.0%
Q3 2015$56,0007350.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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