Cassady Schiller 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
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$331,670
-21.2%
4,384
-12.9%
0.18%
-19.7%
Q2 2023$420,840
+0.6%
5,0360.0%0.23%
+16.2%
Q1 2023$418,221
-21.3%
5,036
-21.9%
0.20%
-39.8%
Q4 2022$531,645
-20.1%
6,446
-22.3%
0.33%
-14.8%
Q3 2022$665,000
-13.6%
8,293
-1.9%
0.38%
-5.2%
Q2 2022$770,000
-26.0%
8,454
-11.9%
0.40%
-19.2%
Q1 2022$1,040,000
-4.8%
9,598
+1.9%
0.50%
-23.7%
Q4 2021$1,092,0009,4150.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,315,181$210,936,14153.28%
LifeGuide Financial Advisors, LLC 450,815$41,074,00037.50%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$787,036,00035.27%
Gibson Capital, LLC 1,011,898$92,025,00027.25%
Iyo Bank, Ltd. 879,356$80,118,00026.66%
Seven Post Investment Office LP 774,168$70,534,00026.23%
Passive Capital Management, LLC. 469,582$42,783,62221.78%
VISTA CAPITAL PARTNERS, INC. 972,043$88,563,00014.41%
Fairfield University 196,916$17,941,030,00014.02%
McCutchen Group LLC 636,808$58,020,00011.76%
View complete list of VANGUARD INDEX FDS shareholders