PBMares Wealth Management 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
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$383,432
-53.6%
4,578
-52.1%
0.09%
-56.3%
Q1 2024$826,381
+89.3%
9,556
+93.4%
0.22%
+64.1%
Q4 2023$436,504
+14.6%
4,940
-1.9%
0.13%
-4.4%
Q3 2023$381,019
-11.1%
5,036
-1.8%
0.14%
-10.5%
Q2 2023$428,692
+3.6%
5,130
+3.0%
0.15%
-0.6%
Q1 2023$413,685
+2.5%
4,982
+1.8%
0.15%
-5.5%
Q4 2022$403,640
-44.9%
4,894
-46.5%
0.16%
-49.1%
Q3 2022$733,000
-6.0%
9,145
+6.8%
0.32%
-4.2%
Q2 2022$780,000
+10.8%
8,565
+31.9%
0.33%
-22.9%
Q1 2022$704,000
-6.3%
6,494
+0.3%
0.43%
+36.6%
Q4 2021$751,000
+17.7%
6,475
+3.2%
0.32%
+4.3%
Q3 2021$638,000
+3.9%
6,273
+4.0%
0.30%
-9.0%
Q2 2021$614,000
+37.7%
6,033
+24.4%
0.33%
-8.2%
Q1 2021$446,000
+76.3%
4,850
+62.9%
0.36%
+25.1%
Q4 2020$253,000
+19.9%
2,978
+11.4%
0.29%
-6.1%
Q3 2020$211,000
+0.5%
2,6730.0%0.31%
-1.9%
Q2 2020$210,000
-18.6%
2,673
-4.0%
0.32%
+2.9%
Q4 2019$258,0002,7830.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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