CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,310 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.73 and the average weighting 0.7%.

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Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,096,978
-22.0%
15,044
-9.6%
0.27%
-2.2%
Q2 2023$1,406,625
+3.1%
16,649
+1.3%
0.28%
-3.8%
Q1 2023$1,364,191
+4.4%
16,428
+3.7%
0.29%
-2.0%
Q4 2022$1,306,297
-8.4%
15,838
-11.0%
0.30%
-18.0%
Q3 2022$1,426,000
-11.2%
17,786
+0.9%
0.36%
-9.5%
Q2 2022$1,605,000
-16.5%
17,620
-0.6%
0.40%
-6.1%
Q1 2022$1,922,000
+44.1%
17,735
+54.3%
0.42%
+46.0%
Q4 2021$1,334,000
+16.9%
11,495
+2.5%
0.29%
+9.4%
Q3 2021$1,141,000
+66.6%
11,212
+66.5%
0.27%
+76.2%
Q2 2021$685,000
+15.3%
6,733
+4.2%
0.15%
+4.9%
Q1 2021$594,000
+5.3%
6,464
-2.6%
0.14%
-5.3%
Q4 2020$564,000
+16.8%
6,636
+8.6%
0.15%
-6.7%
Q3 2020$483,000
-4.2%
6,113
-4.8%
0.16%
-17.7%
Q2 2020$504,000
+13.3%
6,418
+0.7%
0.20%
-17.8%
Q1 2020$445,000
+261.8%
6,373
+373.1%
0.24%
+88.3%
Q4 2019$123,000–1,347–0.13%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders