Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,615 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders