EVOKE WEALTH, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,539 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 3.49 and the average weighting 0.7%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$4,434,666
+38.3%
51,280
+22.1%
0.13%
+15.9%
Q3 2023$3,206,951
-11.1%
41,988
-1.7%
0.11%
-9.6%
Q2 2023$3,607,887
-29.5%
42,703
-30.7%
0.12%
-32.8%
Q1 2023$5,118,844
-1.0%
61,643
-1.7%
0.19%
-0.5%
Q4 2022$5,172,093
+0.1%
62,707
-2.7%
0.19%
-10.5%
Q3 2022$5,166,000
-12.6%
64,435
-0.7%
0.21%
-4.6%
Q2 2022$5,914,000
-15.8%
64,911
+0.1%
0.22%
-4.8%
Q1 2022$7,027,000
-1.4%
64,841
+5.5%
0.23%
+2.2%
Q4 2021$7,128,000
+14.3%
61,442
+0.3%
0.22%
-3.8%
Q3 2021$6,234,000
+16.4%
61,258
+16.4%
0.23%
+15.3%
Q2 2021$5,357,000
+50.3%
52,628
+35.6%
0.20%
+26.1%
Q1 2021$3,564,000
+46.5%
38,799
+35.5%
0.16%
-1.8%
Q4 2020$2,432,000
+139.1%
28,636
+122.4%
0.16%
+100.0%
Q3 2020$1,017,000
-78.5%
12,875
-78.6%
0.08%
-82.1%
Q2 2020$4,728,000
-99.9%
60,208
-6.6%
0.46%
-28.5%
Q1 2020$4,502,081,000
-32.0%
64,454
-9.2%
0.64%
-21.3%
Q3 2019$6,622,123,00071,0140.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders