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 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

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 Q3 2023
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