Falcon Wealth Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

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 Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders