Elk River Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,500 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
Elk River Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$586,161
-28.5%
6,778
-27.0%
0.12%
-24.7%
Q4 2023$819,981
-2.5%
9,280
-15.7%
0.16%
-15.1%
Q3 2023$841,095
-11.3%
11,011
-1.9%
0.19%
-8.4%
Q2 2023$948,121
-4.1%
11,222
-5.7%
0.20%
-9.4%
Q1 2023$988,591
-50.1%
11,905
-50.5%
0.22%
-6.7%
Q4 2022$1,982,324
+99.6%
24,034
+93.9%
0.24%
-8.4%
Q3 2022$993,000
-1.8%
12,392
+11.7%
0.26%
+2.3%
Q2 2022$1,011,000
-15.4%
11,096
+0.6%
0.26%
-1.9%
Q1 2022$1,195,000
+1.3%
11,026
+8.4%
0.26%
-2.2%
Q4 2021$1,180,000
+18.2%
10,168
+3.7%
0.27%
+6.0%
Q3 2021$998,000
+0.8%
9,809
+0.9%
0.25%
-1.6%
Q2 2021$990,000
+10.2%
9,724
-0.5%
0.26%0.0%
Q1 2021$898,000
+17.2%
9,772
+8.3%
0.26%
+1.2%
Q4 2020$766,0009,0200.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders