TFO Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,390 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.25 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 Q2 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,413,381$245,633,91857.83%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,207,00029.46%
Gibson Capital, LLC 1,002,491$101,863,00026.64%
Seven Post Investment Office LP 772,292$78,604,00024.44%
SMI Advisory Services, LLC 369,029$37,560,00016.82%
VISTA CAPITAL PARTNERS, INC. 954,533$97,152,00013.96%
McCutchen Group LLC 623,529$63,463,00011.58%
Fort Henry Capital, LLC 106,063$10,795,0009.50%
Coco Enterprises, LLC 108,871$11,381,0009.08%
Crestone Asset Management LLC 362,203$36,865,0008.06%
View complete list of VANGUARD INDEX FDS shareholders