Sugarloaf 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
Sugarloaf Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$40,988
-8.5%
542
+1.1%
0.01%0.0%
Q2 2023$44,775
+0.6%
536
+0.2%
0.01%
-9.1%
Q1 2023$44,496
-5.2%
535
-6.0%
0.01%
-8.3%
Q4 2022$46,948
+2.1%
569
+1.2%
0.01%0.0%
Q3 2022$46,000
-9.8%
562
+1.1%
0.01%
-7.7%
Q2 2022$51,000
-15.0%
556
+0.5%
0.01%
-7.1%
Q1 2022$60,000
-6.2%
553
+0.5%
0.01%
-6.7%
Q4 2021$64,000
+16.4%
550
+0.9%
0.02%
+7.1%
Q3 2021$55,0000.0%545
+0.6%
0.01%
-6.7%
Q2 2021$55,000
+1733.3%
542
-72.9%
0.02%
+1400.0%
Q1 2021$3,0000.0%1,998
+5300.0%
0.00%0.0%
Q4 2020$3,0000.0%37
+2.8%
0.00%0.0%
Q3 2020$3,0000.0%360.0%0.00%0.0%
Q2 2020$3,0000.0%360.0%0.00%0.0%
Q1 2020$3,0000.0%360.0%0.00%0.0%
Q4 2019$3,000360.00%
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