Fairhaven Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,589 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 4.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
Fairhaven Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$628,583
+13.3%
8,308
+25.1%
0.25%
+18.4%
Q2 2023$554,838
+1.3%
6,6400.0%0.21%
-9.0%
Q4 2022$547,667
+2.9%
6,6400.0%0.23%
-2.1%
Q3 2022$532,000
-12.1%
6,6400.0%0.24%
-16.2%
Q2 2022$605,000
-15.0%
6,640
+1.1%
0.28%
-1.7%
Q1 2022$712,000
+5.2%
6,568
+12.6%
0.29%
+9.5%
Q4 2021$677,000
+14.0%
5,8330.0%0.26%
+7.8%
Q3 2021$594,000
+11.9%
5,833
+11.7%
0.24%
+15.6%
Q2 2021$531,000
+9.5%
5,220
-1.2%
0.21%
+4.4%
Q1 2021$485,000
+41.4%
5,281
+30.6%
0.20%
+34.4%
Q4 2020$343,000
+7.5%
4,0430.0%0.15%
-20.1%
Q3 2020$319,000
-22.8%
4,043
-23.1%
0.19%
-30.5%
Q2 2020$413,000
+46.5%
5,258
+30.1%
0.27%
+6.2%
Q1 2020$282,0004,0430.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Vanderbilt University 2,398,081$244,100,66552.04%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,293,00029.70%
Gibson Capital, LLC 1,002,719$101,902,00026.49%
Seven Post Investment Office LP 772,292$78,612,00023.76%
SMI Advisory Services, LLC 369,037$37,564,00016.10%
VISTA CAPITAL PARTNERS, INC. 948,820$96,580,00013.98%
McCutchen Group LLC 574,278$58,456,00010.72%
Fort Henry Capital, LLC 106,207$10,811,0009.50%
Coco Enterprises, LLC 103,061$10,575,0008.78%
One Day In July LLC 298,736$30,408,0007.88%
View complete list of VANGUARD INDEX FDS shareholders