Iron Horse Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,482 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$350,238
-24.7%
4,629
-16.8%
0.17%
-24.9%
Q2 2023$465,199
-87.2%
5,567
-87.3%
0.23%
-87.4%
Q1 2023$3,641,741
+109327.3%
43,855
+8.7%
1.82%
+1.2%
Q4 2022$3,328
-99.7%
40,346
+161.0%
1.80%
+0.5%
Q3 2022$1,239,000
-62.7%
15,458
-57.6%
1.79%
-5.5%
Q2 2022$3,325,000
-9.4%
36,493
+7.8%
1.89%
-6.0%
Q1 2022$3,670,000
-2.1%
33,863
+4.8%
2.01%
-4.4%
Q4 2021$3,750,000
+17.1%
32,321
+2.7%
2.11%
+6.0%
Q3 2021$3,203,000
+7.2%
31,470
+7.2%
1.99%
+0.8%
Q2 2021$2,988,000
+18.6%
29,352
+7.0%
1.97%
+4.4%
Q1 2021$2,520,000
+12.4%
27,429
+3.9%
1.89%
+5.1%
Q4 2020$2,242,00026,4021.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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