Wealth Dimensions Group, Ltd. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,390 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
Wealth Dimensions Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$986,779
-8.9%
13,042
+0.6%
0.36%
-9.4%
Q2 2023$1,083,700
+0.8%
12,969
+0.1%
0.40%
-5.0%
Q1 2023$1,075,378
+1.1%
12,950
+0.4%
0.42%
-4.1%
Q4 2022$1,063,588
-10.6%
12,895
-13.1%
0.43%
-26.3%
Q3 2022$1,190,000
-11.6%
14,847
+0.5%
0.59%
-7.8%
Q2 2022$1,346,000
-2.3%
14,769
+16.1%
0.64%
+0.2%
Q1 2022$1,378,000
-5.4%
12,717
+1.3%
0.64%
-10.6%
Q4 2021$1,457,000
+3.6%
12,556
-9.1%
0.71%
-20.6%
Q3 2021$1,406,000
-0.3%
13,818
-0.3%
0.90%
-6.0%
Q2 2021$1,410,000
+10.8%
13,855
+0.0%
0.96%
-3.2%
Q1 2021$1,272,000
+16.8%
13,853
+8.0%
0.99%
+5.1%
Q4 2020$1,089,00012,8240.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders