Wealthstreet Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthstreet Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$247,000
+7.9%
2,6930.0%0.02%
+4.3%
Q4 2020$229,000
+2.7%
2,693
-4.3%
0.02%
-8.0%
Q3 2020$223,000
+0.9%
2,8150.0%0.02%
-7.4%
Q2 2020$221,000
+6.2%
2,815
-5.1%
0.03%
-12.9%
Q1 2020$208,000
-36.6%
2,965
-16.1%
0.03%
-18.4%
Q4 2019$328,000
-1.2%
3,5350.0%0.04%
-9.5%
Q3 2019$332,000
+7.4%
3,5350.0%0.04%
+5.0%
Q2 2019$309,000
+3.0%
3,535
+2.3%
0.04%0.0%
Q1 2019$300,000
+49.3%
3,454
+40.0%
0.04%
+48.1%
Q2 2018$201,000
-0.5%
2,468
-7.5%
0.03%
+8.0%
Q1 2018$202,0002,6680.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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