Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,264 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
Selective Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$264,449
-34.6%
3,145
-31.8%
0.13%
-38.3%
Q4 2022$404,570
-11.9%
4,614
-19.4%
0.21%
+8.6%
Q3 2022$459,000
-19.2%
5,726
-8.2%
0.20%
-2.5%
Q2 2022$568,000
+0.9%
6,239
+20.1%
0.20%
-1.0%
Q1 2022$563,000
+369.2%
5,197
+404.6%
0.20%
+316.3%
Q4 2021$120,000
+15.4%
1,030
+0.9%
0.05%
-10.9%
Q3 2021$104,000
+1.0%
1,021
+0.6%
0.06%
-32.9%
Q2 2021$103,000
+10.8%
1,015
+0.8%
0.08%
-3.5%
Q1 2021$93,000
+5.7%
1,007
-2.5%
0.08%
+49.1%
Q4 2020$88,000
+14.3%
1,033
+5.5%
0.06%
-5.0%
Q3 2020$77,000
+1.3%
979
+1.0%
0.06%
-4.8%
Q2 2020$76,000
+13.4%
9690.0%0.06%
-40.0%
Q1 2020$67,000
-24.7%
969
+0.8%
0.10%
-2.8%
Q4 2019$89,000
-1.1%
961
-0.3%
0.11%
-12.9%
Q3 2019$90,000
+2900.0%
964
+2371.8%
0.12%
+244.4%
Q3 2018$3,000390.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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