MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,353,288
-15.8%
110,404
-7.0%
0.31%
-17.1%
Q2 2023$9,914,926
-5.8%
118,656
-6.4%
0.38%
-15.0%
Q1 2023$10,525,537
-3.3%
126,753
-4.0%
0.44%
-15.4%
Q4 2022$10,885,428
+37.3%
131,977
+33.5%
0.52%
+24.0%
Q3 2022$7,927,000
-17.8%
98,872
-6.6%
0.42%
-17.2%
Q2 2022$9,649,000
-12.1%
105,904
+4.5%
0.51%
-0.2%
Q1 2022$10,982,000
-17.4%
101,334
-11.5%
0.51%
-15.1%
Q4 2021$13,288,000
+8.8%
114,541
-4.5%
0.60%
-3.9%
Q3 2021$12,211,000
-7.0%
119,973
-6.9%
0.62%
-10.6%
Q2 2021$13,124,000
+4.3%
128,931
-5.8%
0.70%
-4.7%
Q1 2021$12,578,000
+5.2%
136,930
-2.7%
0.73%
-2.4%
Q4 2020$11,957,000
+5.2%
140,783
-2.2%
0.75%
-12.1%
Q3 2020$11,362,000
-1.4%
143,900
-1.9%
0.85%
-14.4%
Q2 2020$11,518,000
+10.7%
146,665
-1.5%
0.99%
-13.4%
Q1 2020$10,404,000
-49.6%
148,942
-33.0%
1.15%
-42.1%
Q4 2019$20,628,000
-2.7%
222,306
-2.2%
1.98%
-12.5%
Q3 2019$21,198,000
+7.4%
227,319
+0.7%
2.26%
+2.4%
Q2 2019$19,738,000
+2.0%
225,831
+1.4%
2.21%
-1.6%
Q1 2019$19,360,000
+16.5%
222,763
-0.0%
2.25%
+3.7%
Q4 2018$16,617,000
+23.9%
222,831
+34.0%
2.17%
+22.7%
Q3 2018$13,417,000
+0.6%
166,293
+1.5%
1.77%
-10.3%
Q2 2018$13,341,000
-4.2%
163,796
-11.2%
1.97%
-12.3%
Q1 2018$13,920,000
+42.8%
184,445
+57.0%
2.25%
+34.5%
Q4 2017$9,751,000
+12.4%
117,511
+12.6%
1.67%
+4.9%
Q3 2017$8,674,000
+11.6%
104,397
+11.8%
1.59%
+7.9%
Q2 2017$7,775,000
-3.1%
93,411
-3.9%
1.48%
-5.4%
Q1 2017$8,027,000
+7.7%
97,186
+7.6%
1.56%
+5.3%
Q4 2016$7,454,000
+6.4%
90,314
+11.9%
1.48%
-12.4%
Q3 2016$7,003,000
+0.9%
80,736
+3.2%
1.69%
-8.1%
Q2 2016$6,939,000
+11.9%
78,259
+5.7%
1.84%
+10.4%
Q1 2016$6,202,000
+6.6%
74,013
+1.4%
1.67%
+2.0%
Q4 2015$5,817,000
+0.2%
72,957
-5.1%
1.64%
-6.8%
Q3 2015$5,805,000
+6.7%
76,842
+19.1%
1.76%
-5.6%
Q2 2015$5,439,00064,5091.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,397,646$200,347,30051.29%
LifeGuide Financial Advisors, LLC 532,956$44,533,82930.10%
Gibson Capital, LLC 1,119,995$93,586,84424.31%
Seven Post Investment Office LP 753,365$62,951,15319.18%
MAS Advisors LLC 133,208$11,130,82615.54%
Fairfield University 193,342$16,155,67013.74%
OIKOS HOLDINGS LLC 415,131$34,688,34613.70%
VISTA CAPITAL PARTNERS, INC. 1,090,256$91,101,75912.64%
Gunma Bank,Ltd. 185,000$15,45910.47%
Trustees of the Smith College 139,426$11,650,4379.90%
View complete list of VANGUARD INDEX FDS shareholders