Wealth Architects, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,515 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 3.49 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$485,372
-18.8%
6,415
-10.3%
0.08%
-16.2%
Q2 2023$597,699
-12.7%
7,153
-13.2%
0.10%
-18.2%
Q1 2023$684,568
-2.6%
8,244
-3.2%
0.12%
-9.0%
Q4 2022$702,608
-8.3%
8,519
-10.8%
0.13%
-16.9%
Q3 2022$766,000
-25.3%
9,549
-15.2%
0.16%
-20.0%
Q2 2022$1,025,000
-5.7%
11,255
+12.2%
0.20%
+8.1%
Q1 2022$1,087,000
-1.1%
10,033
+5.9%
0.18%
-4.1%
Q4 2021$1,099,000
+6.4%
9,473
-6.6%
0.19%
-3.5%
Q3 2021$1,033,000
+3.8%
10,146
+3.8%
0.20%
+2.6%
Q2 2021$995,000
+22.2%
9,771
+10.3%
0.20%
+10.8%
Q1 2021$814,000
+9.1%
8,859
+0.9%
0.18%
+1.1%
Q4 2020$746,000
+16.0%
8,783
+7.9%
0.17%0.0%
Q3 2020$643,000
+8.6%
8,138
+7.9%
0.17%
+4.8%
Q2 2020$592,000
+24.9%
7,543
+11.2%
0.17%
+1.2%
Q1 2020$474,000
+21.2%
6,782
+60.9%
0.16%
+50.5%
Q4 2019$391,000
+5.1%
4,215
+5.7%
0.11%
-3.5%
Q3 2019$372,000
+6.3%
3,989
-0.3%
0.11%
+7.6%
Q2 2019$350,000
-11.8%
4,001
-12.5%
0.10%
-15.3%
Q1 2019$397,000
+22.9%
4,573
+5.6%
0.12%
+6.9%
Q4 2018$323,000
-16.5%
4,329
-9.7%
0.12%
-2.5%
Q3 2018$387,000
+10.6%
4,792
+11.7%
0.12%
+5.3%
Q2 2018$350,000
+9.0%
4,291
+0.8%
0.11%
+6.6%
Q1 2018$321,000
+4.6%
4,257
+15.2%
0.11%
+5.0%
Q4 2017$307,000
-44.6%
3,694
-44.6%
0.10%
-47.7%
Q3 2017$554,000
-6.7%
6,671
-6.5%
0.19%
-12.7%
Q2 2017$594,000
+6.3%
7,138
+5.5%
0.22%
-0.5%
Q1 2017$559,000
-7.0%
6,769
-7.0%
0.22%
-17.2%
Q4 2016$601,000
-2.8%
7,278
+2.1%
0.27%
-6.3%
Q3 2016$618,000
-1.7%
7,129
+0.5%
0.29%
-6.2%
Q2 2016$629,000
+6.4%
7,096
+0.5%
0.30%
+3.4%
Q1 2016$591,000
+5.0%
7,058
+0.0%
0.30%
+6.1%
Q4 2015$563,000
+10.4%
7,055
+4.5%
0.28%
+1.5%
Q3 2015$510,000
+8.1%
6,754
+6.9%
0.27%
+7.9%
Q2 2015$472,000
-14.5%
6,319
-3.5%
0.25%
-20.1%
Q1 2015$552,000
+3.4%
6,547
-0.7%
0.32%
+1.3%
Q4 2014$534,0006,5910.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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