HighMark Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,589 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 4.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,786
-8.4%
37
+2.8%
0.00%0.0%
Q2 2023$3,043
-71.2%
36
-71.7%
0.00%
-75.0%
Q1 2023$10,581
+1.7%
127
+0.8%
0.01%0.0%
Q4 2022$10,408
+30.1%
126
+21.2%
0.01%
+14.3%
Q3 2022$8,000
+14.3%
104
+31.6%
0.01%
+16.7%
Q2 2022$7,000
-12.5%
79
+6.8%
0.01%
+20.0%
Q1 2022$8,000
-11.1%
74
+1.4%
0.01%
-16.7%
Q4 2021$9,000
+50.0%
73
+19.7%
0.01%
+50.0%
Q3 2021$6,000
+20.0%
61
+35.6%
0.00%0.0%
Q2 2021$5,000
-44.4%
45
-55.0%
0.00%
-60.0%
Q4 2019$9,0001000.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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