SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$617,629
+8.5%
8,163
+19.9%
0.21%
+11.2%
Q2 2023$569,062
+8.7%
6,810
+8.0%
0.19%
-1.1%
Q1 2023$523,669
+19.6%
6,306
+18.8%
0.19%
+10.5%
Q4 2022$438,0035,3100.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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