LEVEL FOUR ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,121 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 8.23 and the average weighting 0.9%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$558,971
-2.6%
7,388
+7.5%
0.04%
+5.9%
Q2 2023$574,129
+22.7%
6,871
+21.9%
0.03%
+9.7%
Q1 2023$467,919
+25.6%
5,635
+24.8%
0.03%
+10.7%
Q4 2022$372,562
+19.8%
4,517
+16.5%
0.03%
-6.7%
Q3 2022$311,000
-17.5%
3,878
-6.4%
0.03%
-16.7%
Q2 2022$377,000
-15.5%
4,142
+0.6%
0.04%
+2.9%
Q1 2022$446,000
-5.3%
4,119
+1.5%
0.04%
-2.8%
Q4 2021$471,000
+25.9%
4,058
+10.4%
0.04%
-7.7%
Q3 2021$374,000
-57.6%
3,676
-57.6%
0.04%
-36.1%
Q2 2021$882,000
-0.2%
8,669
-9.9%
0.06%
-11.6%
Q1 2021$884,000
+15.3%
9,620
+6.5%
0.07%
+11.3%
Q4 2020$767,000
+1.9%
9,036
-5.3%
0.06%
+6.9%
Q3 2020$753,000
-7.8%
9,543
-7.9%
0.06%
-7.9%
Q2 2020$817,000
-24.0%
10,367
-33.2%
0.06%
-51.2%
Q1 2020$1,075,000
-29.3%
15,515
-5.5%
0.13%
+115.0%
Q4 2019$1,521,000
-16.1%
16,423
-15.6%
0.06%
-68.1%
Q3 2019$1,813,000
+10.2%
19,448
+3.4%
0.19%
+13.3%
Q2 2019$1,645,000
-4.7%
18,817
-5.2%
0.17%
-12.6%
Q1 2019$1,726,000
+1.1%
19,859
-13.3%
0.19%
-10.8%
Q4 2018$1,707,000
-18.8%
22,893
-12.1%
0.21%
-6.2%
Q3 2018$2,101,000
-12.7%
26,043
-11.9%
0.23%
+29.7%
Q2 2018$2,407,000
-5.0%
29,553
-12.0%
0.18%
-10.7%
Q1 2018$2,534,000
-6.5%
33,581
+2.8%
0.20%
-7.1%
Q4 2017$2,709,000
+24.5%
32,652
+24.7%
0.21%
+9.3%
Q3 2017$2,176,000
+61.4%
26,192
+61.2%
0.19%
-7.2%
Q2 2017$1,348,000
-4.2%
16,247
-4.2%
0.21%
+45.5%
Q1 2017$1,407,000
+29.7%
16,965
+29.1%
0.14%
+3.6%
Q4 2016$1,085,00013,1420.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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