LIBERTY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,615 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$613
-99.9%
8,104
+1.9%
0.15%
-6.7%
Q2 2023$663,938
+5.8%
7,949
+5.2%
0.16%
+26.2%
Q1 2023$627,702
-30.5%
7,559
-32.9%
0.13%
-46.1%
Q3 2022$903,000
-9.4%
11,272
+3.0%
0.24%
-40.3%
Q2 2022$997,000
-11.1%
10,948
+5.7%
0.40%
-0.2%
Q1 2022$1,122,000
+2.4%
10,356
+9.5%
0.40%
+743.8%
Q4 2021$1,096,000
+34.0%
9,461
+18.1%
0.05%
-83.6%
Q3 2021$818,000
+15.4%
8,010
+14.5%
0.29%
+5.8%
Q2 2021$709,000
+476.4%
6,994
+393.9%
0.28%
+360.0%
Q1 2021$123,0000.0%1,4160.0%0.06%0.0%
Q4 2020$123,000
+4.2%
1,416
-5.5%
0.06%
-14.3%
Q3 2020$118,000
+35.6%
1,498
+34.6%
0.07%
+14.8%
Q2 2020$87,000
-1.1%
1,113
-11.2%
0.06%
-20.8%
Q1 2020$88,000
-39.3%
1,254
-19.6%
0.08%
-32.5%
Q4 2019$145,000
+23.9%
1,559
+24.2%
0.11%
+2.7%
Q3 2019$117,000
-29.9%
1,255
-34.4%
0.11%
-24.0%
Q2 2019$167,000
+56.1%
1,912
+54.2%
0.15%
+80.2%
Q1 2019$107,000
-98.9%
1,240
-99.1%
0.08%
-98.9%
Q4 2018$10,132,000135,8847.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Vanderbilt University 2,315,181$210,936,14153.28%
LifeGuide Financial Advisors, LLC 450,815$41,074,00037.50%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$787,036,00035.27%
Gibson Capital, LLC 1,011,898$92,025,00027.25%
Iyo Bank, Ltd. 879,356$80,118,00026.66%
Seven Post Investment Office LP 774,168$70,534,00026.23%
Passive Capital Management, LLC. 469,582$42,783,62221.78%
VISTA CAPITAL PARTNERS, INC. 972,043$88,563,00014.41%
Fairfield University 196,916$17,941,030,00014.02%
McCutchen Group LLC 636,808$58,020,00011.76%
View complete list of VANGUARD INDEX FDS shareholders