Bordeaux Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,615 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Bordeaux Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,911,351
+26.2%
25,262
+39.4%
0.77%
+24.5%
Q2 2023$1,514,733
-5.9%
18,127
-6.5%
0.62%
-25.2%
Q1 2023$1,609,854
+6.6%
19,386
+5.9%
0.83%
+0.1%
Q4 2022$1,510,311
+2.1%
18,311
-0.8%
0.83%
-10.8%
Q3 2022$1,479,000
+1.0%
18,454
+14.8%
0.93%
-7.9%
Q2 2022$1,464,000
-35.8%
16,072
-23.6%
1.01%
-17.9%
Q1 2022$2,279,000
-55.6%
21,035
-52.5%
1.23%
-47.8%
Q4 2021$5,133,000
+170.6%
44,250
+137.5%
2.36%
+119.2%
Q3 2021$1,897,000
-13.9%
18,635
-14.0%
1.08%
-15.1%
Q2 2021$2,204,000
+12.6%
21,657
+1.7%
1.27%
-6.8%
Q1 2021$1,957,000
+6.5%
21,300
-1.5%
1.36%
-1.7%
Q4 2020$1,837,00021,6341.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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