Accretive Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,310 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$820,394
-7.8%
10,843
+1.9%
0.49%
-7.2%
Q2 2023$889,426
+4.9%
10,644
+4.2%
0.53%
-2.9%
Q1 2023$848,101
+4.8%
10,213
+4.1%
0.54%
-2.3%
Q4 2022$809,555
+12.1%
9,815
+9.0%
0.56%
+1.1%
Q3 2022$722,000
-13.1%
9,003
-1.3%
0.55%
-8.8%
Q2 2022$831,000
-15.1%
9,124
+1.0%
0.60%
-1.8%
Q1 2022$979,000
+30.2%
9,030
+39.2%
0.61%
+28.2%
Q4 2021$752,000
+19.6%
6,486
+4.9%
0.48%
+7.9%
Q3 2021$629,000
+2.1%
6,181
+2.1%
0.44%0.0%
Q2 2021$616,000
+20.8%
6,052
+8.9%
0.44%
-3.3%
Q1 2021$510,000
+30.1%
5,556
+20.2%
0.46%
+18.6%
Q4 2020$392,0004,6210.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,398,081$244,100,66552.04%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,293,00029.70%
Gibson Capital, LLC 1,002,719$101,902,00026.49%
Seven Post Investment Office LP 772,292$78,612,00023.76%
SMI Advisory Services, LLC 369,037$37,564,00016.10%
VISTA CAPITAL PARTNERS, INC. 948,820$96,580,00013.98%
McCutchen Group LLC 574,278$58,456,00010.72%
Fort Henry Capital, LLC 106,207$10,811,0009.50%
Coco Enterprises, LLC 103,061$10,575,0008.78%
One Day In July LLC 298,736$30,408,0007.88%
View complete list of VANGUARD INDEX FDS shareholders