WealthShield Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 8.16 and the average weighting 1.0%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$602,997
-10.8%
7,894
-1.3%
0.09%
-10.8%
Q2 2023$675,733
-11.3%
7,998
-12.8%
0.10%
-17.1%
Q1 2023$761,643
+15.3%
9,172
+14.5%
0.12%
-3.1%
Q4 2022$660,830
+2.5%
8,012
-0.4%
0.13%
-0.8%
Q3 2022$645,000
-9.0%
8,048
+3.4%
0.13%
-8.6%
Q2 2022$709,000
-23.9%
7,786
-9.5%
0.14%
-6.0%
Q1 2022$932,000
-20.1%
8,600
-14.5%
0.15%
-23.2%
Q4 2021$1,167,000
-79.4%
10,064
-81.9%
0.19%
-87.2%
Q3 2021$5,655,000
+1.4%
55,552
+1.4%
1.51%
+73.2%
Q2 2021$5,578,000
+12872.1%
54,798
+740.3%
0.87%
+10825.0%
Q1 2021$43,000
-92.3%
6,521
-1.1%
0.01%
-92.2%
Q4 2020$560,000
+8.5%
6,591
+0.8%
0.10%
-43.1%
Q3 2020$516,000
+8.6%
6,537
+8.0%
0.18%
-17.4%
Q2 2020$475,000
+10.7%
6,054
-1.3%
0.22%
-16.4%
Q1 2020$429,000
-29.2%
6,131
-6.2%
0.26%
-11.2%
Q4 2019$606,000
-0.5%
6,5360.0%0.30%
-8.7%
Q3 2019$609,000
+5.7%
6,536
-0.8%
0.32%
-3.3%
Q2 2019$576,000
+0.5%
6,5870.0%0.33%
+4.4%
Q1 2019$573,000
+16.7%
6,5870.0%0.32%
-4.5%
Q4 2018$491,000
-9.4%
6,587
-1.8%
0.34%
+8.4%
Q3 2018$542,0000.0%6,708
+0.8%
0.31%
-6.6%
Q2 2018$542,000
+9.1%
6,652
+1.0%
0.33%
+5.1%
Q1 2018$497,000
-0.8%
6,585
+8.7%
0.32%
+3.3%
Q4 2017$501,0006,0600.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Vanderbilt University 2,413,381$245,633,91857.83%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,207,00029.46%
Gibson Capital, LLC 1,002,491$101,863,00026.64%
Seven Post Investment Office LP 772,292$78,604,00024.44%
SMI Advisory Services, LLC 369,029$37,560,00016.82%
VISTA CAPITAL PARTNERS, INC. 954,533$97,152,00013.96%
McCutchen Group LLC 623,529$63,463,00011.58%
Fort Henry Capital, LLC 106,063$10,795,0009.50%
Coco Enterprises, LLC 108,871$11,381,0009.08%
Crestone Asset Management LLC 362,203$36,865,0008.06%
View complete list of VANGUARD INDEX FDS shareholders