Fusion Family Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,021 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 2.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$11,000
+10.0%
1150.0%0.00%0.0%
Q4 2020$10,000
+11.1%
1150.0%0.00%0.0%
Q3 2020$9,0000.0%1150.0%0.00%0.0%
Q2 2020$9,000
+12.5%
1150.0%0.00%0.0%
Q1 2020$8,000
-27.3%
1150.0%0.00%
-33.3%
Q4 2019$11,000
+10.0%
1150.0%0.00%0.0%
Q3 2019$10,0000.0%1150.0%0.00%
+50.0%
Q2 2019$10,0000.0%1150.0%0.00%
-33.3%
Q1 2019$10,000
+11.1%
1150.0%0.00%0.0%
Q4 2018$9,0000.0%1150.0%0.00%
+50.0%
Q3 2018$9,000
-86.8%
115
-86.2%
0.00%
-89.5%
Q2 2018$68,000
+7.9%
8350.0%0.02%
-9.5%
Q1 2018$63,000
-35.7%
835
-29.5%
0.02%
-12.5%
Q4 2017$98,000
-22.2%
1,185
-21.8%
0.02%
-44.2%
Q3 2017$126,000
-1.6%
1,515
-1.6%
0.04%
-2.3%
Q2 2017$128,000
+0.8%
1,5400.0%0.04%
-8.3%
Q1 2017$127,0001,5400.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
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