SOUNDMARK WEALTH MANAGEMENT, 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
SOUNDMARK WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,595,671
-9.7%
21,089
-0.3%
0.89%
-9.9%
Q2 2023$1,766,805
+3.2%
21,144
+2.6%
0.98%
-3.8%
Q1 2023$1,711,796
+7.0%
20,614
+6.3%
1.02%
-0.8%
Q4 2022$1,599,361
+13.3%
19,391
+10.2%
1.03%
+4.3%
Q3 2022$1,411,000
-4.1%
17,598
+9.0%
0.99%
-5.6%
Q2 2022$1,471,000
+6.1%
16,142
+26.3%
1.05%
+7.9%
Q1 2022$1,386,000
-3.6%
12,783
+3.1%
0.97%
-1.2%
Q4 2021$1,438,000
-54.6%
12,395
-60.2%
0.98%
-14.0%
Q3 2021$3,170,000
+12.0%
31,149
+12.6%
1.14%
-1.8%
Q2 2021$2,830,000
+22.9%
27,656
+10.4%
1.16%
-7.8%
Q1 2021$2,303,000
+33.0%
25,060
+22.9%
1.26%
+14.3%
Q4 2020$1,732,00020,3971.10%
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