Accretive Wealth Partners, LLC - 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
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 Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,315,181$210,936,14153.28%
LifeGuide Financial Advisors, LLC 450,815$41,074,00037.50%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$787,036,00035.27%
Gibson Capital, LLC 1,011,898$92,025,00027.25%
Iyo Bank, Ltd. 879,356$80,118,00026.66%
Seven Post Investment Office LP 774,168$70,534,00026.23%
Passive Capital Management, LLC. 469,582$42,783,62221.78%
VISTA CAPITAL PARTNERS, INC. 972,043$88,563,00014.41%
Fairfield University 196,916$17,941,030,00014.02%
McCutchen Group LLC 636,808$58,020,00011.76%
View complete list of VANGUARD INDEX FDS shareholders