Regent Peak Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,390 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,720,444
-7.2%
35,956
+2.5%
0.83%
-2.7%
Q2 2023$2,931,717
-3.0%
35,085
-3.6%
0.85%
-8.7%
Q1 2023$3,021,508
-15.0%
36,386
-6.7%
0.94%
-19.5%
Q2 2022$3,553,000
-17.0%
39,000
-1.3%
1.16%
-5.5%
Q1 2022$4,283,000
-17.0%
39,521
-11.2%
1.23%
-12.4%
Q4 2021$5,161,000
+13.9%
44,489
-0.1%
1.40%
+8.1%
Q3 2021$4,531,000
-4.0%
44,517
+0.3%
1.30%
-1.6%
Q2 2021$4,719,000
+23.4%
44,401
+6.7%
1.32%
+4.9%
Q1 2021$3,823,000
+17.1%
41,626
+8.3%
1.26%
+15.5%
Q4 2020$3,264,000
+9.3%
38,430
+1.7%
1.09%
-14.3%
Q3 2020$2,985,000
+0.9%
37,805
+0.3%
1.27%
-5.3%
Q2 2020$2,959,000
+17.7%
37,681
+4.7%
1.34%
-4.1%
Q1 2020$2,514,000
-21.2%
35,998
+4.7%
1.40%
-3.8%
Q4 2019$3,190,00034,3871.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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