Accretive Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,548 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 4.01 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 Q1 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