Gradient Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,615 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,325,136
-9.8%
17,514
-0.4%
0.55%
-5.9%
Q2 2023$1,469,802
+0.0%
17,590
-0.6%
0.59%
-5.8%
Q1 2023$1,469,540
+2.6%
17,697
+1.9%
0.62%
-4.0%
Q4 2022$1,432,537
+1.3%
17,368
-1.6%
0.65%
-3.6%
Q3 2022$1,414,000
-14.7%
17,643
-3.0%
0.68%
-15.1%
Q2 2022$1,657,000
-18.5%
18,185
-3.0%
0.80%
-7.7%
Q1 2022$2,032,000
-5.7%
18,752
+1.0%
0.86%
-4.0%
Q4 2021$2,154,000
+13.0%
18,569
-0.8%
0.90%
+2.6%
Q3 2021$1,906,000
-5.3%
18,725
-5.3%
0.87%
-7.3%
Q2 2021$2,013,000
+12.7%
19,777
+1.7%
0.94%
-0.2%
Q1 2021$1,786,000
+10.2%
19,441
+1.8%
0.94%
+2.3%
Q4 2020$1,621,000
+5.5%
19,092
-1.9%
0.92%
-3.6%
Q3 2020$1,536,000
+5.2%
19,457
+4.6%
0.96%
-2.8%
Q2 2020$1,460,000
+42.0%
18,596
+26.3%
0.99%
+18.9%
Q1 2020$1,028,000
+2.3%
14,724
+36.0%
0.83%
+18.6%
Q4 2019$1,005,000
-1.8%
10,826
-1.4%
0.70%
-8.4%
Q3 2019$1,023,000
+9.6%
10,975
+2.8%
0.76%
+6.6%
Q2 2019$933,000
-5.4%
10,679
-5.9%
0.72%
-8.8%
Q1 2019$986,000
+20.5%
11,345
+3.5%
0.79%
+11.2%
Q4 2018$818,000
-7.0%
10,966
+0.6%
0.71%
-4.7%
Q3 2018$880,000
-0.9%
10,9040.0%0.74%
-10.1%
Q2 2018$888,000
+15.8%
10,904
+7.3%
0.82%
+7.7%
Q1 2018$767,000
-4.0%
10,163
+5.6%
0.77%
-6.5%
Q4 2017$799,0009,6270.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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