Shepherd Financial Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,482 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,902,660
-5.7%
38,361
+4.1%
0.46%
-4.8%
Q2 2023$3,079,565
-0.5%
36,855
-1.1%
0.48%
-7.5%
Q1 2023$3,093,963
+6.3%
37,260
+5.6%
0.52%
-1.9%
Q4 2022$2,911,202
+14.0%
35,297
+10.8%
0.53%
+5.8%
Q3 2022$2,554,000
-9.0%
31,857
+3.5%
0.50%
-8.8%
Q2 2022$2,806,000
-15.2%
30,794
+0.6%
0.55%
-7.6%
Q1 2022$3,309,000
-8.3%
30,598
-1.5%
0.59%
-5.6%
Q4 2021$3,607,000
+15.8%
31,073
+1.7%
0.63%
+4.0%
Q3 2021$3,116,000
-33.9%
30,546
-34.1%
0.60%
-32.9%
Q2 2021$4,715,000
+5.3%
46,322
-5.0%
0.90%
-9.5%
Q1 2021$4,478,000
-26.2%
48,752
-31.6%
0.99%
-28.3%
Q4 2020$6,065,000
-16.9%
71,306
-22.9%
1.38%
-19.5%
Q3 2020$7,302,00092,4791.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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