Aprio Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,402 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
Aprio Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$231,251
-1.5%
2,674
-4.8%
0.04%
-29.7%
Q2 2023$234,659
-30.2%
2,808
-30.6%
0.06%
-38.5%
Q1 2023$336,168
-3.6%
4,048
-4.2%
0.10%
-15.4%
Q4 2022$348,545
-92.1%
4,226
-88.9%
0.12%
-93.3%
Q4 2021$4,415,000
+28.6%
38,061
+12.9%
1.85%
+18.0%
Q3 2021$3,433,000
+0.0%
33,726
+0.0%
1.56%
-3.6%
Q2 2021$3,432,000
+183.6%
33,719
+94.7%
1.62%
+5.8%
Q1 2020$1,210,000
-16.9%
17,316
+10.4%
1.53%
+43.0%
Q4 2019$1,456,00015,6891.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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