Windward Private Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,589 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 4.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,034,877
-23.1%
13,678
-15.1%
0.47%
-21.5%
Q2 2023$1,345,483
+2.8%
16,102
+2.2%
0.60%
+6.8%
Q1 2023$1,308,627
+3.0%
15,759
+2.3%
0.56%
-0.9%
Q4 2022$1,270,068
+5.3%
15,399
+2.4%
0.56%
-3.1%
Q3 2022$1,206,000
-14.2%
15,039
-2.5%
0.58%
-10.1%
Q2 2022$1,405,000
-16.3%
15,417
-0.5%
0.65%
-6.8%
Q1 2022$1,679,000
-11.9%
15,497
-5.7%
0.69%
-5.7%
Q4 2021$1,906,000
-1.4%
16,426
-13.5%
0.74%
-6.6%
Q3 2021$1,934,000
-14.8%
18,999
-14.8%
0.79%
-15.5%
Q2 2021$2,269,000
+0.4%
22,288
-9.4%
0.93%
-7.2%
Q1 2021$2,261,000
-15.3%
24,614
-21.7%
1.00%
-19.5%
Q4 2020$2,668,00031,4171.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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