TFO Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,343 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 3.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,593,1940.0%43,0010.0%0.75%
-0.9%
Q2 2023$3,593,194
+0.4%
43,001
-0.2%
0.76%
-3.4%
Q1 2023$3,578,031
+22.1%
43,088
+416.8%
0.78%
+16.1%
Q4 2022$2,929,599
-14.4%
8,338
-80.5%
0.68%
-20.9%
Q3 2022$3,423,000
-12.1%
42,700
-0.1%
0.86%
-2.5%
Q2 2022$3,894,000
-18.5%
42,734
-3.1%
0.88%
-7.3%
Q1 2022$4,777,000
-1.4%
44,080
+1.8%
0.95%
+1.8%
Q4 2021$4,843,000
+6.7%
43,320
-2.9%
0.93%
+3.6%
Q3 2021$4,540,000
+0.3%
44,606
+0.9%
0.90%
+0.2%
Q2 2021$4,525,000
+5.6%
44,215
-5.3%
0.90%
-30.5%
Q1 2021$4,287,000
+20.8%
46,668
+11.7%
1.29%
+14.0%
Q4 2020$3,549,000
+9.1%
41,782
+1.4%
1.13%
-10.0%
Q3 2020$3,253,000
+2.7%
41,204
+2.2%
1.25%
+0.6%
Q2 2020$3,166,000
+12.3%
40,314
-0.1%
1.25%
+2.8%
Q1 2020$2,819,000
-27.3%
40,359
-3.4%
1.21%
-66.0%
Q4 2019$3,876,00041,7793.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders