Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,264,635
-10.8%
29,647
-1.3%
0.45%
-8.6%
Q2 2023$2,538,712
-11.0%
30,048
-12.5%
0.49%
-17.3%
Q1 2023$2,851,565
+26.8%
34,340
+25.9%
0.59%
+15.1%
Q4 2022$2,249,074
+32.5%
27,268
+28.8%
0.52%
+28.0%
Q3 2022$1,697,000
-17.9%
21,167
-0.5%
0.40%
-7.1%
Q2 2022$2,068,000
-8.0%
21,271
+2.6%
0.43%
-6.9%
Q1 2022$2,247,000
+3.7%
20,734
-0.2%
0.47%
+2.9%
Q4 2021$2,166,000
+20.5%
20,782
+17.7%
0.45%
+11.3%
Q3 2021$1,798,000
-1.4%
17,661
-1.4%
0.41%
-2.4%
Q2 2021$1,823,000
+16.7%
17,906
+9.9%
0.42%
+10.9%
Q1 2021$1,562,000
+2.1%
16,286
-4.7%
0.38%
-3.1%
Q4 2020$1,530,000
+7.2%
17,081
-5.5%
0.39%
-20.5%
Q3 2020$1,427,000
-3.3%
18,078
+0.6%
0.49%
-5.4%
Q2 2020$1,476,000
+42.1%
17,963
+20.7%
0.52%
+7.1%
Q1 2020$1,039,000
-28.7%
14,881
-5.2%
0.48%
-15.1%
Q4 2019$1,457,000
+88.5%
15,701
+89.4%
0.57%
+71.6%
Q3 2019$773,000
+4.9%
8,292
-0.1%
0.33%
+1.8%
Q2 2019$737,000
+17.7%
8,299
+16.0%
0.32%
+14.0%
Q1 2019$626,000
-47.2%
7,152
-55.4%
0.28%
-46.4%
Q4 2018$1,185,00016,0330.53%
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