Everhart Financial Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,310 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Everhart Financial Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,810,331
-19.6%
37,174
-11.5%
1.19%
-17.6%
Q2 2023$3,497,205
+10.6%
42,028
+10.3%
1.45%
+1.9%
Q1 2023$3,163,024
+5.6%
38,120
+4.9%
1.42%
-5.7%
Q4 2022$2,993,882
+3.0%
36,325
+0.2%
1.50%
-6.5%
Q3 2022$2,907,000
-0.7%
36,255
+12.8%
1.61%
-9.6%
Q2 2022$2,928,000
-21.4%
32,139
-6.4%
1.78%
-17.3%
Q1 2022$3,723,000
-8.8%
34,351
-2.4%
2.15%
-12.7%
Q4 2021$4,082,000
+15.2%
35,190
+1.1%
2.46%
+1.5%
Q3 2021$3,544,000
+5.3%
34,819
+5.3%
2.43%
+4.8%
Q2 2021$3,367,000
+155.5%
33,082
+130.6%
2.32%
+100.4%
Q1 2021$1,318,000
+11.6%
14,346
+3.2%
1.16%
+6.1%
Q4 2020$1,181,00013,8981.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders