PBMares Wealth Management 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
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 2023
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