Valeo Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,554 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 4.80 and the average weighting 0.8%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$344,453
-26.8%
4,553
-19.2%
0.02%
-27.3%
Q2 2023$470,875
-83.9%
5,635
-84.0%
0.02%
-84.4%
Q1 2023$2,929,002
+625.2%
35,272
+620.3%
0.14%
+540.9%
Q4 2022$403,915
+14.1%
4,897
+11.0%
0.02%
-4.3%
Q3 2022$354,000
-9.5%
4,410
+2.8%
0.02%
-8.0%
Q2 2022$391,000
-44.1%
4,289
-33.5%
0.02%
-30.6%
Q1 2022$699,000
-6.8%
6,448
-0.3%
0.04%
-12.2%
Q4 2021$750,000
+23.8%
6,465
+8.6%
0.04%
+17.1%
Q3 2021$606,000
+1.2%
5,951
+1.1%
0.04%
-2.8%
Q2 2021$599,000
+100.3%
5,887
+80.7%
0.04%
+157.1%
Q1 2021$299,000
+4.5%
3,258
-3.3%
0.01%
-6.7%
Q4 2020$286,000
+19.7%
3,369
+11.4%
0.02%
-28.6%
Q3 2020$239,000
+9.1%
3,025
+8.7%
0.02%
+5.0%
Q2 2020$219,000
-17.0%
2,784
-17.1%
0.02%
-28.6%
Q1 2020$264,000
-7.4%
3,359
+9.3%
0.03%0.0%
Q4 2019$285,000
+10.0%
3,074
+10.6%
0.03%
-3.4%
Q3 2019$259,000
+8.4%
2,779
+1.5%
0.03%
+7.4%
Q2 2019$239,000
+2.1%
2,737
+1.5%
0.03%
-3.6%
Q1 2019$234,000
-19.6%
2,697
-30.9%
0.03%
-31.7%
Q4 2018$291,000
+21.2%
3,905
+27.4%
0.04%
+28.1%
Q3 2018$240,000
-42.2%
3,064
-39.8%
0.03%
-44.8%
Q2 2018$415,000
+299.0%
5,089
+269.6%
0.06%
+241.2%
Q1 2018$104,000
-27.8%
1,377
-20.7%
0.02%
-29.2%
Q4 2017$144,000
+38.5%
1,737
+38.2%
0.02%0.0%
Q3 2017$104,0001,2570.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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