Total Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,439,161
-11.3%
71,890
-2.0%
1.11%
-12.9%
Q2 2023$6,128,906
+1.4%
73,347
+0.8%
1.28%
-4.3%
Q1 2023$6,043,126
+3.5%
72,774
+2.8%
1.33%
-7.9%
Q4 2022$5,840,500
+6.8%
70,811
+3.8%
1.45%
-6.8%
Q3 2022$5,467,000
-24.5%
68,188
-14.2%
1.55%
-25.9%
Q2 2022$7,244,000
-15.5%
79,505
+0.5%
2.10%
-9.5%
Q1 2022$8,574,000
+206.0%
79,117
+145.4%
2.32%
+33.8%
Q4 2021$2,802,000
-12.5%
32,244
+2.5%
1.73%
+49.0%
Q3 2021$3,202,000
-4.8%
31,458
-4.7%
1.16%
-11.9%
Q2 2021$3,362,000
+2.0%
33,024
-8.0%
1.32%
-5.7%
Q1 2021$3,296,000
+13.2%
35,880
+4.7%
1.40%
+3.9%
Q4 2020$2,911,000
+8.1%
34,279
+0.5%
1.35%
-3.7%
Q3 2020$2,692,000
-3.4%
34,098
-3.9%
1.40%
-9.5%
Q2 2020$2,787,000
+25.4%
35,489
+11.5%
1.54%
+6.8%
Q1 2020$2,223,000
-23.3%
31,824
+1.9%
1.45%
-6.5%
Q4 2019$2,899,000
+2.8%
31,242
+3.3%
1.55%
-3.5%
Q3 2019$2,820,000
+6.2%
30,241
-0.4%
1.60%
+2.1%
Q2 2019$2,655,000
-5.2%
30,373
-5.8%
1.57%
-9.4%
Q1 2019$2,802,000
+8.2%
32,244
-7.2%
1.73%
-3.5%
Q4 2018$2,590,00034,7321.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders