Marcum Wealth, 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
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,338,771
-5.2%
30,912
+4.6%
0.28%
-3.1%
Q2 2023$2,468,331
+20.3%
29,540
+19.6%
0.29%
+13.3%
Q1 2023$2,050,971
-3.2%
24,699
-3.9%
0.26%
-8.9%
Q4 2022$2,119,372
+24.5%
25,696
+21.0%
0.28%
+8.9%
Q3 2022$1,702,000
+6.1%
21,229
+20.6%
0.26%
+7.5%
Q2 2022$1,604,000
-6.9%
17,600
+10.7%
0.24%
+0.8%
Q1 2022$1,723,000
+0.7%
15,896
+7.8%
0.24%0.0%
Q4 2021$1,711,000
+46.2%
14,751
+28.3%
0.24%
+29.3%
Q3 2021$1,170,000
-6.0%
11,498
-6.0%
0.18%
-8.9%
Q2 2021$1,245,000
-2.8%
12,231
-12.3%
0.20%
-4.3%
Q1 2021$1,281,000
-5.4%
13,946
-12.5%
0.21%
-33.6%
Q4 2020$1,354,000
+2.0%
15,946
-5.2%
0.32%
-21.9%
Q3 2020$1,328,000
-4.0%
16,822
-4.6%
0.41%
-4.5%
Q2 2020$1,384,000
+202.8%
17,626
+169.3%
0.43%
+140.7%
Q1 2020$457,000
-18.8%
6,545
+7.9%
0.18%
-16.1%
Q4 2019$563,0006,0670.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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