Claro Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,187 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 2.22 and the average weighting 1.0%.

Quarter-by-quarter ownership
Claro Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$465,763
-3.9%
6,156
+6.1%
0.12%
-3.3%
Q2 2023$484,732
-3.6%
5,801
-4.2%
0.12%
-18.9%
Q1 2023$502,890
-0.4%
6,056
-1.0%
0.15%
-10.3%
Q4 2022$504,695
-40.1%
6,119
-33.9%
0.16%
-50.7%
Q3 2022$843,0000.0%9,2520.0%0.34%0.0%
Q2 2022$843,000
-23.4%
9,252
-2.4%
0.34%
-15.4%
Q1 2022$1,100,0000.0%9,4800.0%0.40%0.0%
Q4 2021$1,100,000
+20.5%
9,480
+5.6%
0.40%
+3.1%
Q3 2021$913,000
+3.8%
8,975
+3.8%
0.38%
-3.0%
Q2 2021$880,000
+84.1%
8,650
+66.4%
0.40%
+63.6%
Q1 2021$478,000
-18.4%
5,199
-24.7%
0.24%
-22.2%
Q4 2020$586,000
-4.1%
6,903
-10.7%
0.31%
-19.6%
Q3 2020$611,000
-14.5%
7,734
-15.1%
0.39%
-21.3%
Q2 2020$715,000
-1.4%
9,109
-12.2%
0.49%
-27.2%
Q1 2020$725,000
-29.2%
10,375
-6.0%
0.68%
-14.2%
Q4 2019$1,024,000
+8.7%
11,039
+9.3%
0.79%
-5.7%
Q3 2019$942,000
+19.5%
10,098
+12.0%
0.84%
+15.0%
Q2 2019$788,000
+6.1%
9,019
+5.4%
0.73%
-1.1%
Q1 2019$743,000
+23.6%
8,554
+14.9%
0.74%
+52.8%
Q4 2018$601,0007,4450.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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