SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,402 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,717,303
-13.6%
20,503
-10.8%
0.16%
-29.3%
Q1 2024$1,988,152
-3.7%
22,990
-1.6%
0.23%
-31.2%
Q4 2023$2,063,824
+9.5%
23,357
-6.2%
0.34%
-9.2%
Q3 2023$1,884,575
-12.2%
24,908
-3.0%
0.37%
-13.3%
Q2 2023$2,146,323
+0.3%
25,686
-0.3%
0.43%
-8.0%
Q1 2023$2,139,610
-4.9%
25,766
-5.5%
0.46%
-10.4%
Q4 2022$2,249,529
-6.2%
27,274
-8.8%
0.52%
-15.9%
Q3 2022$2,398,000
-17.1%
29,910
-5.7%
0.62%
-16.1%
Q2 2022$2,891,000
-17.9%
31,728
-2.3%
0.74%
-13.6%
Q1 2022$3,520,000
-28.8%
32,481
-23.8%
0.85%
-17.4%
Q4 2021$4,942,000
-2.2%
42,601
-14.2%
1.03%
-14.1%
Q3 2021$5,052,000
-0.1%
49,635
-0.1%
1.20%
-30.9%
Q2 2021$5,057,000
+14.2%
49,685
+3.0%
1.74%
+7.0%
Q1 2021$4,430,000
+15.2%
48,227
+6.5%
1.62%
-8.3%
Q4 2020$3,846,00045,2901.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Vanderbilt University 1,812,881$153,967,98353.86%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$733,652,00029.16%
Seven Post Investment Office LP 767,483$65,182,00026.51%
Gibson Capital, LLC 935,955$79,490,00023.40%
Gunma Bank,Ltd. 162,000$13,759,00012.56%
VISTA CAPITAL PARTNERS, INC. 869,792$73,871,00012.24%
Fort Henry Capital, LLC 104,363$8,864,0008.86%
McCutchen Group LLC 451,549$38,350,0008.28%
ASSET PLANNING CORPORATION 94,493$8,025,0007.96%
One Day In July LLC 272,192$23,117,0007.75%
View complete list of VANGUARD INDEX FDS shareholders