Topel & Distasi Wealth Management, 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
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$887,265
-9.2%
11,727
+0.3%
0.46%
-5.5%
Q2 2023$977,234
+1.0%
11,695
+0.4%
0.49%
-2.6%
Q1 2023$967,665
+14.2%
11,653
+13.5%
0.50%
+6.5%
Q4 2022$846,987
-2.9%
10,2690.0%0.47%
-1.7%
Q3 2022$872,000
-8.0%
10,269
-1.3%
0.48%
-12.2%
Q2 2022$948,000
-15.8%
10,407
+0.1%
0.55%
+16.3%
Q1 2022$1,126,000
-16.1%
10,393
-10.1%
0.47%
-13.7%
Q4 2021$1,342,00011,5660.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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