Occidental Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,661 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$375,274
-9.5%
4,9600.0%0.09%
-7.4%
Q2 2023$414,458
-3.3%
4,960
-3.9%
0.09%
-12.1%
Q1 2023$428,486
+0.7%
5,1600.0%0.11%
-7.8%
Q4 2022$425,597
+2.8%
5,1600.0%0.12%
-6.5%
Q3 2022$414,000
-12.1%
5,160
-0.3%
0.12%
-11.4%
Q2 2022$471,000
-16.0%
5,175
-0.1%
0.14%
-2.1%
Q1 2022$561,000
-6.7%
5,1800.0%0.14%0.0%
Q4 2021$601,000
+14.0%
5,1800.0%0.14%
+4.4%
Q3 2021$527,0000.0%5,1800.0%0.14%
-2.1%
Q2 2021$527,000
+10.7%
5,1800.0%0.14%
-0.7%
Q1 2021$476,000
+8.2%
5,1800.0%0.14%
-3.4%
Q4 2020$440,000
+8.1%
5,180
+0.4%
0.15%
-13.6%
Q3 2020$407,000
-1.7%
5,160
-2.2%
0.17%
-7.7%
Q2 2020$414,000
+12.5%
5,2750.0%0.18%
-1.1%
Q1 2020$368,000
-24.1%
5,275
+1.0%
0.18%
-6.6%
Q4 2019$485,000
+2.5%
5,225
+3.0%
0.20%0.0%
Q3 2019$473,000
+2.8%
5,075
-3.6%
0.20%
-4.3%
Q2 2019$460,000
+0.4%
5,265
-0.0%
0.21%
-5.9%
Q1 2019$458,000
+16.5%
5,266
+0.0%
0.22%
-0.9%
Q4 2018$393,000
-7.5%
5,2650.0%0.22%
+4.7%
Q3 2018$425,000
-10.3%
5,265
-9.6%
0.21%
-16.2%
Q2 2018$474,000
+6.3%
5,822
-1.6%
0.25%
+5.4%
Q1 2018$446,000
-12.9%
5,914
-4.2%
0.24%
-9.8%
Q4 2017$512,000
-0.8%
6,175
-0.6%
0.27%
-6.7%
Q3 2017$516,000
+1.8%
6,214
+1.9%
0.28%
-5.9%
Q2 2017$507,000
-1.2%
6,097
-1.9%
0.30%
-10.9%
Q1 2017$513,000
-76.5%
6,212
-76.5%
0.34%
-78.4%
Q4 2016$2,183,000
+43.9%
26,446
+51.2%
1.57%
+27.1%
Q3 2016$1,517,000
-0.1%
17,495
+2.2%
1.24%
-6.9%
Q2 2016$1,518,000
+53.5%
17,122
+45.1%
1.33%
+11.3%
Q1 2016$989,000
-0.8%
11,797
-5.7%
1.19%
-6.4%
Q4 2015$997,000
+11.9%
12,506
+6.0%
1.28%
+2.2%
Q3 2015$891,000
-42.7%
11,797
-43.3%
1.25%
-40.1%
Q2 2015$1,555,000
-9.6%
20,823
+2.1%
2.08%
-3.0%
Q1 2015$1,720,000
+62.7%
20,395
+56.2%
2.15%
+33.5%
Q4 2014$1,057,000
+15.3%
13,054
+2.3%
1.61%
+7.8%
Q3 2014$917,000
+34.9%
12,761
+40.5%
1.49%
+28.2%
Q2 2014$680,000
+50.4%
9,084
+42.0%
1.16%
+44.4%
Q1 2014$452,0006,3990.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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