SAX WEALTH ADVISORS, 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
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 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