BLUESTEM FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,515 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 3.49 and the average weighting 0.7%.

Quarter-by-quarter ownership
BLUESTEM FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,676,032
-5.2%
127,888
+4.7%
5.90%
-4.4%
Q2 2023$10,211,400
+6.0%
122,204
+5.4%
6.17%
+4.1%
Q1 2023$9,632,253
+3.0%
115,995
+2.4%
5.93%
-3.5%
Q4 2022$9,347,177
+6.4%
113,327
+3.5%
6.15%
-1.1%
Q3 2022$8,781,000
-7.7%
109,526
+4.9%
6.21%
-6.1%
Q2 2022$9,517,000
-13.9%
104,455
+2.5%
6.62%
-4.5%
Q1 2022$11,049,000
-7.0%
101,956
-0.5%
6.93%
-6.2%
Q4 2021$11,884,000
+15.0%
102,437
+0.9%
7.39%
+9.4%
Q3 2021$10,335,000
+2.5%
101,543
+2.5%
6.75%
-0.6%
Q2 2021$10,080,000
+7.2%
99,028
-3.3%
6.80%
+1.5%
Q1 2021$9,407,000
+3.6%
102,403
-4.2%
6.70%
+0.6%
Q4 2020$9,081,000
+14.3%
106,928
+6.3%
6.65%
-0.5%
Q3 2020$7,944,000
+7.7%
100,613
+7.1%
6.69%
-0.9%
Q2 2020$7,377,000
+18.8%
93,938
+5.7%
6.75%
+1.0%
Q1 2020$6,211,000
-21.7%
88,913
+4.0%
6.68%
-7.2%
Q4 2019$7,929,00085,4547.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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