Castle Rock Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,276 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 7.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$276,024
+5.0%
3,326
+0.7%
0.07%
-4.2%
Q1 2024$262,955
-8.5%
3,302
-0.8%
0.07%
-17.2%
Q4 2023$287,459
-66.7%
3,329
-68.5%
0.09%
-82.8%
Q2 2020$862,000
+314.4%
10,577
+394.7%
0.50%
+170.1%
Q4 2019$208,000
-28.5%
2,138
-41.5%
0.19%
-59.6%
Q3 2018$291,000
-34.5%
3,654
-33.0%
0.46%
-23.6%
Q2 2018$444,000
+37.0%
5,457
+27.2%
0.61%
+13.1%
Q1 2018$324,000
-18.2%
4,291
-10.0%
0.54%
-30.5%
Q4 2017$396,0004,7680.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders