ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,615 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,073,269
+1.7%
27,402
+12.4%
0.69%
+4.1%
Q2 2023$2,037,984
+3.8%
24,389
+3.2%
0.66%
-0.7%
Q1 2023$1,962,524
+1.6%
23,633
+0.9%
0.67%
-5.2%
Q4 2022$1,931,962
-4.5%
23,423
-7.2%
0.70%
-8.3%
Q3 2022$2,023,000
-17.6%
25,236
-6.3%
0.77%
-11.4%
Q2 2022$2,455,000
-38.3%
26,941
-26.6%
0.87%
-13.5%
Q1 2022$3,980,000
-5.0%
36,725
+1.7%
1.00%
-1.5%
Q4 2021$4,191,000
+28.5%
36,123
+12.7%
1.02%
+19.9%
Q3 2021$3,261,000
+4.7%
32,044
+4.7%
0.85%
+11.0%
Q2 2021$3,114,000
+4.5%
30,598
+0.7%
0.77%
+0.8%
Q1 2021$2,980,000
+97.2%
30,389
+70.8%
0.76%
-12.6%
Q4 2020$1,511,00017,7890.87%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Vanderbilt University 2,397,646$200,347,30051.29%
LifeGuide Financial Advisors, LLC 532,956$44,533,82930.10%
Gibson Capital, LLC 1,119,995$93,586,84424.31%
Seven Post Investment Office LP 753,365$62,951,15319.18%
MAS Advisors LLC 133,208$11,130,82615.54%
Fairfield University 193,342$16,155,67013.74%
OIKOS HOLDINGS LLC 415,131$34,688,34613.70%
VISTA CAPITAL PARTNERS, INC. 1,090,256$91,101,75912.64%
Gunma Bank,Ltd. 185,000$15,45910.47%
Trustees of the Smith College 139,426$11,650,4379.90%
View complete list of VANGUARD INDEX FDS shareholders