CONCENTRIC WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 950 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.31 and the average weighting 1.1%.

Quarter-by-quarter ownership
CONCENTRIC WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,824,349
-7.3%
63,764
+2.3%
1.59%
-4.0%
Q2 2023$5,205,912
+19.4%
62,301
+18.6%
1.66%
+14.8%
Q1 2023$4,361,384
+3.8%
52,521
+3.1%
1.44%
+0.6%
Q4 2022$4,201,768
+49.6%
50,943
+45.4%
1.44%
+38.6%
Q3 2022$2,808,000
-11.8%
35,026
+0.2%
1.04%
-3.6%
Q2 2022$3,184,000
-12.1%
34,946
+4.5%
1.07%
+2.6%
Q1 2022$3,624,000
-6.6%
33,440
-0.0%
1.05%
-4.3%
Q4 2021$3,880,000
+13.0%
33,444
-0.9%
1.09%
+4.2%
Q3 2021$3,434,000
+5.4%
33,741
+5.4%
1.05%
+5.2%
Q2 2021$3,259,000
+10.3%
32,015
-0.5%
1.00%
+2.4%
Q1 2021$2,954,000
+12.0%
32,160
+3.5%
0.98%
+0.4%
Q4 2020$2,638,000
+11.9%
31,064
+4.0%
0.97%
-4.3%
Q3 2020$2,357,000
+2.5%
29,855
+1.9%
1.02%
-6.0%
Q2 2020$2,300,000
+19.2%
29,290
+6.1%
1.08%
+1.0%
Q1 2020$1,929,000
-24.4%
27,614
+0.4%
1.07%
-2.2%
Q4 2019$2,551,000
+2.1%
27,497
+2.6%
1.09%
-31.3%
Q3 2019$2,499,000
+5.6%
26,797
-1.0%
1.59%
+3.5%
Q2 2019$2,366,000
+1.9%
27,072
+1.4%
1.54%
-2.1%
Q1 2019$2,321,000
+15.5%
26,708
-0.9%
1.57%
+1.6%
Q4 2018$2,009,000
-4.8%
26,938
+3.0%
1.54%
+4.5%
Q3 2018$2,110,000
-0.8%
26,151
+0.2%
1.48%
-3.3%
Q2 2018$2,126,000
+9.2%
26,098
+1.2%
1.53%
+5.7%
Q1 2018$1,947,000
-8.2%
25,797
+0.9%
1.44%
-5.8%
Q4 2017$2,122,000
+3.4%
25,570
+3.5%
1.53%
-1.5%
Q3 2017$2,053,000
-0.0%
24,705
+0.1%
1.56%
-4.5%
Q2 2017$2,054,000
+1.9%
24,682
+1.1%
1.63%
-0.5%
Q1 2017$2,015,000
+4.0%
24,403
+4.0%
1.64%
+0.9%
Q4 2016$1,937,00023,4721.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
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