MADISON WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,515 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
MADISON WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,873,160
-6.2%
37,975
+3.6%
0.60%
-2.6%
Q2 2023$3,064,003
+2.3%
36,668
+1.6%
0.62%
-4.3%
Q1 2023$2,996,360
-3.5%
36,083
-4.2%
0.65%
-8.6%
Q4 2022$3,105,483
+9.2%
37,651
+6.2%
0.71%
+1.6%
Q3 2022$2,843,000
+7.8%
35,463
+22.5%
0.70%
+9.1%
Q2 2022$2,637,000
-11.3%
28,945
+5.5%
0.64%
+2.4%
Q1 2022$2,973,000
+7.2%
27,438
+14.7%
0.62%
+12.4%
Q4 2021$2,774,000
+31.4%
23,915
+15.3%
0.56%
+20.6%
Q3 2021$2,111,000
+3.1%
20,739
+3.1%
0.46%
+2.0%
Q2 2021$2,047,000
+12.4%
20,115
+1.4%
0.45%
+1.3%
Q1 2021$1,821,000
+45.4%
19,828
+34.5%
0.45%
+35.2%
Q4 2020$1,252,000
+11.4%
14,738
+3.6%
0.33%
-2.1%
Q3 2020$1,124,000
-1.1%
14,231
-1.7%
0.34%
-9.9%
Q2 2020$1,137,000
+75.5%
14,476
+56.0%
0.37%
+43.8%
Q1 2020$648,0009,2800.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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