Hillcrest Wealth Advisors - NY, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
Hillcrest Wealth Advisors - NY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$525,459
+25.8%
6,945
+38.9%
0.30%
+21.1%
Q2 2023$417,800
+0.6%
5,0000.0%0.25%
+0.4%
Q1 2023$415,200
+0.2%
5,000
-0.5%
0.25%
-0.8%
Q4 2022$414,462
-26.1%
5,025
-28.2%
0.25%
-30.3%
Q3 2022$561,000
+36.8%
7,000
+55.6%
0.36%
+43.0%
Q2 2022$410,000
-16.0%
4,5000.0%0.25%
-7.8%
Q1 2022$488,000
-10.5%
4,500
-4.3%
0.27%
-7.8%
Q4 2021$545,000
+14.0%
4,7000.0%0.29%
+3.2%
Q3 2021$478,0000.0%4,7000.0%0.28%
-1.7%
Q2 2021$478,000
+10.6%
4,7000.0%0.29%
+9.9%
Q1 2021$432,000
-53.6%
4,700
-57.2%
0.26%
-57.9%
Q4 2020$932,000
-24.6%
10,975
-29.9%
0.62%
-29.0%
Q3 2020$1,236,000
+28.0%
15,650
+27.2%
0.88%
+5.1%
Q2 2020$966,000
+19.7%
12,300
+6.5%
0.84%
+3.9%
Q1 2020$807,000
+39.1%
11,550
+84.8%
0.80%
+66.7%
Q4 2019$580,000
+38.1%
6,250
+38.9%
0.48%
+33.8%
Q3 2019$420,000
-31.4%
4,500
-35.7%
0.36%
-30.0%
Q2 2019$612,000
+28.0%
7,000
+27.3%
0.52%
+23.2%
Q1 2019$478,000
-39.5%
5,500
-48.1%
0.42%
-42.9%
Q4 2018$790,00010,6000.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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