YorkBridge Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,607 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 4.19 and the average weighting 0.7%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$2,408,089
+7.8%
29,196
+4.8%
0.61%
+6.1%
Q3 2022$2,234,000
-1.7%
27,870
+11.7%
0.58%
-3.0%
Q2 2022$2,272,000
+84.6%
24,942
+119.5%
0.59%
+120.0%
Q1 2022$1,231,000
-0.7%
11,361
+6.3%
0.27%
-2.9%
Q4 2021$1,240,000
+15.9%
10,688
+1.6%
0.28%
+3.3%
Q3 2021$1,070,000
+4.5%
10,517
+4.5%
0.27%
+0.7%
Q2 2021$1,024,000
+11.7%
10,061
+0.8%
0.27%
-1.5%
Q1 2021$917,000
+17.7%
9,986
+8.8%
0.27%
+3.8%
Q4 2020$779,000
+9.3%
9,175
+1.6%
0.26%
-12.7%
Q3 2020$713,000
+4.2%
9,034
+3.7%
0.30%
-4.5%
Q2 2020$684,000
+25.0%
8,710
+11.3%
0.31%
-6.8%
Q1 2020$547,000
-21.5%
7,826
+4.2%
0.34%
+5.3%
Q4 2019$697,000
+0.1%
7,508
+0.5%
0.32%
-9.1%
Q3 2019$696,000
+6.4%
7,467
-0.2%
0.35%
+20.6%
Q2 2019$654,000
+7.0%
7,480
+6.4%
0.29%
+3.2%
Q1 2019$611,000
+18.6%
7,028
+1.8%
0.28%
+3.3%
Q4 2018$515,000
-1.9%
6,903
+5.1%
0.27%
+13.8%
Q3 2018$525,000
-3.8%
6,567
-2.0%
0.24%
+0.4%
Q2 2018$546,000
+9.6%
6,699
-0.1%
0.24%
+4.4%
Q1 2018$498,000
+2.3%
6,707
+3.1%
0.23%
-2.6%
Q4 2017$487,000
+8.5%
6,507
+20.4%
0.24%
+0.9%
Q3 2017$449,000
+10.6%
5,403
+12.2%
0.23%
+7.9%
Q2 2017$406,000
+7.4%
4,817
+6.1%
0.22%
+9.1%
Q1 2017$378,000
-10.2%
4,541
-13.6%
0.20%
-20.5%
Q4 2016$421,0005,2550.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders