Aevitas Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Aevitas Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$770,580
+21.7%
9,343
+18.3%
0.46%
-4.2%
Q3 2022$633,000
-12.6%
7,900
-0.6%
0.48%
-2.9%
Q2 2022$724,000
-16.7%
7,947
-0.9%
0.49%
-7.7%
Q1 2022$869,000
-14.5%
8,019
-8.5%
0.53%
-12.2%
Q4 2021$1,016,000
+4.9%
8,761
-8.0%
0.60%
-2.1%
Q3 2021$969,000
+14.9%
9,522
+15.0%
0.62%
+14.9%
Q2 2021$843,000
+62.7%
8,280
+46.9%
0.54%
+49.0%
Q1 2021$518,000
+21.6%
5,637
+12.4%
0.36%
+15.7%
Q4 2020$426,000
+9.0%
5,013
+1.2%
0.31%
-3.1%
Q3 2020$391,000
-3.9%
4,954
-4.3%
0.32%
-14.4%
Q2 2020$407,000
+19.0%
5,179
+5.9%
0.38%
-1.8%
Q1 2020$342,000
-21.0%
4,891
+4.8%
0.38%
-5.9%
Q4 2019$433,000
+2.4%
4,666
+2.8%
0.41%
-4.0%
Q3 2019$423,000
+7.6%
4,538
+1.0%
0.42%
+7.3%
Q2 2019$393,000
-15.7%
4,494
-16.3%
0.40%
-4.8%
Q1 2019$466,000
+16.5%
5,369
-0.0%
0.42%
+1.5%
Q4 2018$400,000
-7.0%
5,370
+0.8%
0.41%
+5.1%
Q3 2018$430,000
-2.1%
5,329
-1.1%
0.39%
-8.9%
Q2 2018$439,000
+22.6%
5,389
+13.5%
0.43%
+19.3%
Q1 2018$358,000
-12.3%
4,746
-3.4%
0.36%
-7.5%
Q4 2017$408,0004,9130.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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