TFO Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 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 Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,398,081$244,100,66552.04%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,293,00029.70%
Gibson Capital, LLC 1,002,719$101,902,00026.49%
Seven Post Investment Office LP 772,292$78,612,00023.76%
SMI Advisory Services, LLC 369,037$37,564,00016.10%
VISTA CAPITAL PARTNERS, INC. 948,820$96,580,00013.98%
McCutchen Group LLC 574,278$58,456,00010.72%
Fort Henry Capital, LLC 106,207$10,811,0009.50%
Coco Enterprises, LLC 103,061$10,575,0008.78%
One Day In July LLC 298,736$30,408,0007.88%
View complete list of VANGUARD INDEX FDS shareholders