BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,310 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$30,121
-32.0%
360
-32.5%
0.00%
-40.0%
Q1 2023$44,299
+0.7%
5330.0%0.01%0.0%
Q4 2022$44,000
+2.3%
5330.0%0.01%0.0%
Q3 2022$43,000
-12.2%
5330.0%0.01%
-16.7%
Q2 2022$49,000
-15.5%
5330.0%0.01%0.0%
Q1 2022$58,000
-40.2%
533
-36.2%
0.01%
-40.0%
Q4 2021$97,000
-4.9%
836
-16.2%
0.01%
-16.7%
Q3 2021$102,000
-3.8%
998
-3.7%
0.01%
-7.7%
Q2 2021$106,000
+96.3%
1,036
+76.8%
0.01%
+85.7%
Q1 2021$54,000
-59.1%
586
-62.3%
0.01%
-63.2%
Q4 2020$132,000
+7.3%
1,5530.0%0.02%0.0%
Q3 2020$123,000
-45.1%
1,553
-45.5%
0.02%
-50.0%
Q2 2020$224,000
+330.8%
2,851
+285.3%
0.04%
+245.5%
Q1 2020$52,000
-40.2%
740
-21.4%
0.01%
-26.7%
Q4 2019$87,000
+24.3%
942
+26.3%
0.02%
+7.1%
Q3 2019$70,000
-30.0%
746
-34.7%
0.01%
-30.0%
Q2 2019$100,000
+56.2%
1,143
+54.3%
0.02%
+53.8%
Q1 2019$64,000
+23.1%
741
+7.2%
0.01%
+8.3%
Q4 2018$52,000
-7.1%
691
+0.3%
0.01%0.0%
Q3 2018$56,0000.0%689
+0.4%
0.01%
-7.7%
Q2 2018$56,000
-85.8%
686
-85.6%
0.01%
-86.2%
Q4 2017$395,000
-1.0%
4,758
-0.9%
0.09%
-6.0%
Q3 2017$399,000
+8.4%
4,803
+8.8%
0.10%
-4.8%
Q2 2017$368,000
+2.2%
4,416
+1.3%
0.10%
-1.9%
Q1 2017$360,0004,3590.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,315,181$210,936,14153.28%
LifeGuide Financial Advisors, LLC 450,815$41,074,00037.50%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$787,036,00035.27%
Gibson Capital, LLC 1,011,898$92,025,00027.25%
Iyo Bank, Ltd. 879,356$80,118,00026.66%
Seven Post Investment Office LP 774,168$70,534,00026.23%
Passive Capital Management, LLC. 469,582$42,783,62221.78%
VISTA CAPITAL PARTNERS, INC. 972,043$88,563,00014.41%
Fairfield University 196,916$17,941,030,00014.02%
McCutchen Group LLC 636,808$58,020,00011.76%
View complete list of VANGUARD INDEX FDS shareholders