Wambolt & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,390 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$343,548
-23.3%
4,626
-13.7%
0.12%
-21.4%
Q2 2023$448,168
-0.1%
5,363
-1.5%
0.16%0.0%
Q1 2023$448,594
+1.2%
5,445
+1.3%
0.16%
-6.5%
Q4 2022$443,448
+3.9%
5,376
+0.9%
0.17%
-6.1%
Q3 2022$427,000
-50.5%
5,329
-43.7%
0.18%
-47.8%
Q2 2022$862,000
-19.8%
9,463
-2.7%
0.35%
-11.3%
Q1 2022$1,075,000
-6.4%
9,729
-1.7%
0.39%
-5.8%
Q4 2021$1,149,000
+4.8%
9,902
-6.8%
0.42%
-5.7%
Q3 2021$1,096,000
+1.9%
10,622
+0.9%
0.44%
-3.9%
Q2 2021$1,076,000
+19.3%
10,524
+9.2%
0.46%
-2.3%
Q1 2021$902,000
+1.8%
9,641
-7.6%
0.47%
-11.3%
Q4 2020$886,000
+6.0%
10,437
-1.4%
0.53%
-15.4%
Q3 2020$836,000
-7.6%
10,586
-8.1%
0.62%
-12.1%
Q2 2020$905,000
+11.0%
11,521
-1.2%
0.71%
-15.6%
Q1 2020$815,000
-18.2%
11,663
+8.6%
0.84%
+10.9%
Q4 2019$996,000
+1.5%
10,735
+2.0%
0.76%
-6.3%
Q3 2019$981,000
+6.4%
10,523
-0.2%
0.81%
+3.7%
Q2 2019$922,000
+9.2%
10,545
+8.5%
0.78%
+1.8%
Q1 2019$844,000
+26.9%
9,715
+8.9%
0.77%
+4.5%
Q4 2018$665,0008,9190.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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