Marcum Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,500 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,970,022
+10.3%
47,398
+13.9%
0.40%
+9.0%
Q1 2024$3,600,041
+10.4%
41,629
+12.8%
0.36%
+5.2%
Q4 2023$3,262,215
+39.5%
36,920
+19.4%
0.35%
+23.5%
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 Q3 2022
NameSharesValueWeighting ↓
Vanderbilt University 1,812,881$153,967,98353.86%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$733,652,00029.16%
Seven Post Investment Office LP 767,483$65,182,00026.51%
Gibson Capital, LLC 935,955$79,490,00023.40%
Gunma Bank,Ltd. 162,000$13,759,00012.56%
VISTA CAPITAL PARTNERS, INC. 869,792$73,871,00012.24%
Fort Henry Capital, LLC 104,363$8,864,0008.86%
McCutchen Group LLC 451,549$38,350,0008.28%
ASSET PLANNING CORPORATION 94,493$8,025,0007.96%
One Day In July LLC 272,192$23,117,0007.75%
View complete list of VANGUARD INDEX FDS shareholders