Fi3 FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,641 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Fi3 FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,260,316
-2.1%
15,047
-5.0%
0.56%
-6.2%
Q1 2024$1,287,934
-17.9%
15,842
-10.8%
0.59%
-20.9%
Q4 2023$1,568,998
+22.2%
17,757
+4.6%
0.75%
+8.4%
Q3 2023$1,283,840
-9.9%
16,969
-0.5%
0.69%
-7.5%
Q2 2023$1,425,578
-0.6%
17,061
-1.2%
0.75%
-2.5%
Q1 2023$1,433,647
-7.7%
17,265
-8.3%
0.76%
-13.9%
Q4 2022$1,552,889
+13.9%
18,827
+10.8%
0.89%
-28.4%
Q3 2022$1,363,000
-10.9%
16,997
+1.3%
1.24%
-1.7%
Q2 2022$1,529,000
-21.3%
16,785
-6.4%
1.26%
-16.4%
Q1 2022$1,943,000
-62.8%
17,932
-60.2%
1.51%
-55.9%
Q4 2021$5,227,000
+8.7%
45,054
-4.7%
3.42%
+7.2%
Q3 2021$4,810,000
-8.3%
47,262
-4.3%
3.19%
-11.2%
Q2 2021$5,244,000
+4.4%
49,387
-9.7%
3.60%
-16.7%
Q1 2021$5,024,00054,6894.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders