Falcon Wealth Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,661 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,724,036
-4.9%
221,042
+5.1%
3.63%
-7.4%
Q2 2023$17,577,447
+12.3%
210,357
+11.6%
3.92%
+0.2%
Q1 2023$15,655,922
+13.7%
188,535
+12.9%
3.91%
-1.0%
Q4 2022$13,769,941
+13.0%
166,949
+9.9%
3.95%
-2.2%
Q3 2022$12,182,000
+2.2%
151,948
+16.2%
4.04%
-0.4%
Q2 2022$11,919,000
-13.8%
130,817
+2.5%
4.05%
-6.4%
Q1 2022$13,835,000
+3.7%
127,666
+11.1%
4.33%
-0.8%
Q4 2021$13,336,000
+21.3%
114,957
+6.4%
4.36%
+4.4%
Q3 2021$10,993,000
+7.2%
108,012
+7.2%
4.18%
-4.6%
Q2 2021$10,253,000
+14.9%
100,732
+3.7%
4.38%
+0.5%
Q1 2021$8,926,000
+18.2%
97,164
+9.3%
4.36%
+3.0%
Q4 2020$7,550,00088,8954.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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