Source Financial Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,343 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 3.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$363,274
+4.7%
4,404
+1.8%
0.14%
-0.7%
Q3 2022$347,000
-71.4%
4,325
-67.5%
0.14%
-71.2%
Q2 2022$1,213,000
-17.2%
13,310
-1.5%
0.48%
+10.2%
Q1 2022$1,465,000
+16.0%
13,515
+24.1%
0.43%
+26.4%
Q4 2021$1,263,000
+24.2%
10,887
+9.0%
0.34%
+29.2%
Q3 2021$1,017,000
+3.5%
9,991
+3.5%
0.26%
+4.3%
Q2 2021$983,000
-7.3%
9,656
-16.3%
0.25%
-10.6%
Q1 2021$1,060,000
+3.3%
11,542
-4.5%
0.28%
+2.2%
Q4 2020$1,026,00012,0850.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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