Summit Financial Wealth Advisors, 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
Summit Financial Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$239,000
-14.6%
2,523
-2.4%
0.06%0.0%
Q1 2022$280,000
-30.5%
2,586
-26.2%
0.06%
-26.9%
Q4 2021$403,000
+17.5%
3,503
+4.0%
0.08%0.0%
Q3 2021$343,000
-0.3%
3,369
-0.2%
0.08%0.0%
Q2 2021$344,000
+42.1%
3,377
+18.7%
0.08%
+25.8%
Q1 2021$242,000
+6.6%
2,844
-1.3%
0.06%0.0%
Q4 2020$227,000
+0.9%
2,881
+0.5%
0.06%
+3.3%
Q3 2020$225,000
-20.8%
2,866
-20.8%
0.06%
-21.1%
Q2 2020$284,000
+8.0%
3,619
-4.5%
0.08%
-8.4%
Q1 2020$263,000
-0.4%
3,788
+36.3%
0.08%
+29.7%
Q4 2019$264,000
+5.6%
2,780
+3.4%
0.06%
+4.9%
Q3 2019$250,000
+5.9%
2,688
-0.4%
0.06%
+5.2%
Q2 2019$236,000
-0.4%
2,700
-0.6%
0.06%
-7.9%
Q1 2019$237,000
+16.7%
2,715
-0.1%
0.06%
-4.5%
Q4 2018$203,000
-38.7%
2,718
-37.3%
0.07%
-33.3%
Q3 2018$331,000
+12.2%
4,337
+11.1%
0.10%0.0%
Q2 2018$295,0000.0%3,9030.0%0.10%
+2.1%
Q1 2018$295,000
+11.3%
3,903
+22.1%
0.10%
+6.6%
Q4 2017$265,000
+3685.7%
3,197
+3097.0%
0.09%
+2175.0%
Q2 2015$7,000
-12.5%
1000.0%0.00%
-20.0%
Q1 2015$8,0000.0%1000.0%0.01%
-16.7%
Q4 2014$8,0001000.01%
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