HighMark Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,641 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$4,309
+54.7%
49
+32.4%
0.00%
+50.0%
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 2023
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