Falcon Wealth Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,535 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$24,575,991
+10.6%
293,410
+14.2%
3.19%
-9.4%
Q1 2024$22,227,678
+4.8%
257,027
+7.1%
3.52%
-5.0%
Q4 2023$21,209,085
+26.8%
240,030
+8.6%
3.71%
+2.3%
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 Q2 2024
NameSharesValueWeighting ↓
Vanderbilt University 2,288,706$265,512,78355.84%
LifeGuide Financial Advisors, LLC 414,011$48,029,00035.82%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$1,002,129,00031.50%
Passive Capital Management, LLC. 453,965$52,664,49629.83%
Gibson Capital, LLC 1,002,913$116,173,00026.99%
Seven Post Investment Office LP 774,371$89,835,00024.27%
Iyo Bank, Ltd. 644,356$74,752,00022.80%
Fairfield University 194,660$22,582,449,00017.55%
SMI Advisory Services, LLC 390,706$45,326,00017.24%
VISTA CAPITAL PARTNERS, INC. 994,153$115,332,00014.59%
View complete list of VANGUARD INDEX FDS shareholders