INSPIRION WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,661 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$312,400
-9.5%
4,1290.0%0.06%
-7.6%
Q2 2023$345,019
-21.8%
4,129
-22.3%
0.07%
-25.0%
Q1 2023$440,994
+54.3%
5,311
+53.3%
0.09%
+44.3%
Q4 2022$285,793
-9.6%
3,465
-12.2%
0.06%
-14.1%
Q3 2022$316,000
-18.1%
3,948
-6.7%
0.07%
-16.5%
Q2 2022$386,000
-16.5%
4,233
-0.7%
0.08%
-10.5%
Q1 2022$462,000
-0.6%
4,262
+6.3%
0.10%
-3.1%
Q4 2021$465,000
+40.1%
4,010
+22.9%
0.10%
+28.9%
Q3 2021$332,000
+0.9%
3,262
+0.9%
0.08%
-6.2%
Q2 2021$329,000
+10.8%
3,2330.0%0.08%
+2.5%
Q1 2021$297,000
+9.2%
3,233
+0.8%
0.08%
+2.6%
Q4 2020$272,000
+4.2%
3,208
-3.0%
0.08%
-14.4%
Q3 2020$261,000
-4.0%
3,307
-4.4%
0.09%
-15.9%
Q2 2020$272,000
-8.1%
3,460
-18.3%
0.11%
-26.7%
Q1 2020$296,000
-40.9%
4,235
-21.5%
0.15%
-13.6%
Q4 2019$501,000
+31.5%
5,396
+32.1%
0.17%
+1.2%
Q3 2019$381,000
+5.8%
4,084
-0.9%
0.17%
+7.7%
Q2 2019$360,000
-15.3%
4,120
-15.7%
0.16%
-17.6%
Q1 2019$425,000
+18.7%
4,890
+1.9%
0.19%
+5.0%
Q4 2018$358,000
-11.6%
4,799
-4.3%
0.18%
+4.1%
Q3 2018$405,000
-8.4%
5,016
-7.6%
0.17%
-17.3%
Q2 2018$442,000
+6.2%
5,431
-1.6%
0.21%
+2.5%
Q1 2018$416,000
-13.0%
5,517
-4.3%
0.20%
-12.5%
Q4 2017$478,000
-7.9%
5,766
-7.6%
0.23%
-11.8%
Q3 2017$519,000
+6.4%
6,243
+6.4%
0.26%
-0.8%
Q2 2017$488,000
-2.4%
5,868
-3.0%
0.26%
-6.4%
Q1 2017$500,000
+63.9%
6,049
+63.8%
0.28%
+46.6%
Q4 2016$305,000
-7.0%
3,692
-2.3%
0.19%
-9.4%
Q3 2016$328,000
+20.1%
3,778
+22.8%
0.21%
+19.7%
Q2 2016$273,000
+5.8%
3,0760.0%0.18%
-1.7%
Q1 2016$258,0003,0760.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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