HHM Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,482 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,029,599
+3.9%
225,081
+14.8%
3.33%
+8.3%
Q2 2023$16,386,540
+12.2%
196,105
+11.5%
3.07%
+3.0%
Q1 2023$14,610,396
+26.5%
175,944
+25.7%
2.98%
+13.0%
Q4 2022$11,547,114
+8.5%
139,999
+5.5%
2.64%
-5.6%
Q3 2022$10,643,000
-8.5%
132,759
+3.9%
2.80%
-6.2%
Q2 2022$11,638,000
-11.0%
127,733
+5.8%
2.98%
-2.5%
Q1 2022$13,080,000
+6.2%
120,699
+13.7%
3.06%
+2.9%
Q4 2021$12,317,000
+23.1%
106,172
+8.0%
2.97%
+9.3%
Q3 2021$10,003,000
+1.9%
98,277
+1.9%
2.72%
+1.8%
Q2 2021$9,818,000
+23.2%
96,451
+11.2%
2.67%
+8.3%
Q1 2021$7,968,000
+7635.9%
86,741
+7056.8%
2.46%
+6942.9%
Q4 2020$103,000
+7.3%
1,2120.0%0.04%
-7.9%
Q3 2020$96,000
+1.1%
1,2120.0%0.04%
-5.0%
Q2 2020$95,000
+11.8%
1,2120.0%0.04%
-2.4%
Q1 2020$85,0001,2120.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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