Sound View Wealth Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,264 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 7.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$201,383
-7.2%
2,662
+2.5%
0.02%
-10.7%
Q2 2023$216,912
+2.3%
2,596
+1.6%
0.03%
-3.4%
Q1 2023$212,075
-22.3%
2,554
-22.8%
0.03%
-50.0%
Q4 2022$272,875
+28.7%
3,308
+68.9%
0.06%
+45.0%
Q1 2022$212,000
-24.3%
1,958
-19.0%
0.04%
-24.5%
Q4 2021$280,000
+8.9%
2,417
-4.4%
0.05%
-1.9%
Q3 2021$257,000
-13.5%
2,529
-13.3%
0.05%
-12.9%
Q2 2021$297,000
-1.7%
2,916
-11.2%
0.06%
-11.4%
Q1 2021$302,000
+1.7%
3,282
-6.0%
0.07%
-4.1%
Q4 2020$297,000
+25.8%
3,493
+16.6%
0.07%
+17.7%
Q3 2020$236,000
-5.6%
2,995
-5.8%
0.06%
-11.4%
Q2 2020$250,000
+0.8%
3,179
-10.5%
0.07%
-18.6%
Q1 2020$248,000
-19.0%
3,550
+7.6%
0.09%0.0%
Q4 2019$306,0003,3000.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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