NORTHWEST WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,343 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 3.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,141,311
-7.8%
15,085
+1.9%
0.41%
-8.5%
Q2 2023$1,237,418
-4.0%
14,809
-4.6%
0.45%
-8.7%
Q1 2023$1,289,506
+0.6%
15,529
-0.1%
0.49%
-10.4%
Q4 2022$1,281,606
-10.8%
15,538
-13.2%
0.55%
-13.4%
Q3 2022$1,436,000
-2.9%
17,909
+10.3%
0.63%
-1.1%
Q2 2022$1,479,000
-17.4%
16,238
-1.7%
0.64%
-26.9%
Q1 2022$1,790,000
+1.1%
16,514
+8.2%
0.88%
+6.6%
Q4 2021$1,770,000
+24.6%
15,256
+9.3%
0.82%
+16.7%
Q3 2021$1,421,000
+5.7%
13,964
+5.7%
0.70%
-1.0%
Q2 2021$1,345,000
+12.0%
13,217
+1.1%
0.71%
-5.4%
Q1 2021$1,201,000
+11.7%
13,069
+3.2%
0.75%
+1.5%
Q4 2020$1,075,000
+12.3%
12,663
+4.5%
0.74%
-6.5%
Q3 2020$957,000
+8.1%
12,118
+7.6%
0.79%
+2.8%
Q2 2020$885,000
+5.9%
11,267
-5.8%
0.77%
-8.7%
Q1 2020$836,000
-7.3%
11,964
+23.1%
0.85%
+2.3%
Q4 2019$902,000
-7.7%
9,717
-7.3%
0.83%
+3.1%
Q3 2019$977,000
+3.6%
10,479
-2.8%
0.80%
+5.4%
Q2 2019$943,000
-7.6%
10,785
-8.2%
0.76%
-1.2%
Q1 2019$1,021,000
+17.0%
11,748
+0.3%
0.77%
+4.2%
Q4 2018$873,000
-22.7%
11,711
-16.3%
0.74%
-12.5%
Q3 2018$1,129,000
-10.7%
13,990
-9.9%
0.84%
-11.1%
Q2 2018$1,264,000
-8.9%
15,519
-15.6%
0.95%
-7.9%
Q1 2018$1,388,000
-40.4%
18,390
-34.5%
1.03%
-45.7%
Q4 2017$2,330,000
+54.5%
28,076
+54.7%
1.90%
-10.0%
Q3 2017$1,508,000
-35.8%
18,150
-35.7%
2.11%
-1.7%
Q2 2017$2,350,000
+2.4%
28,239
+1.6%
2.15%
+1.0%
Q1 2017$2,296,000
-3.0%
27,802
-3.1%
2.12%
-11.9%
Q4 2016$2,367,00028,6792.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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