Capital Advisors Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$272,407
+10.0%
3,600
+21.5%
0.07%
+12.7%
Q2 2023$247,646
+15.7%
2,964
+26.2%
0.06%
-8.7%
Q2 2022$214,000
-58.9%
2,349
-51.1%
0.07%
-56.6%
Q1 2022$521,000
-3.5%
4,803
+3.2%
0.16%
-3.0%
Q4 2021$540,000
+54.7%
4,656
+35.7%
0.16%
+32.3%
Q3 2021$349,000
+22.0%
3,431
+21.9%
0.12%
+17.0%
Q2 2021$286,000
+14.9%
2,814
+3.9%
0.11%
-0.9%
Q1 2021$249,0002,7080.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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