Congress Wealth Management LLC / DE / - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,661 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$642,762
+47.7%
8,494
+63.1%
0.01%
+30.0%
Q2 2023$435,187
-72.6%
5,208
-72.7%
0.01%
-73.7%
Q1 2023$1,586,570
+180.6%
19,106
+178.7%
0.04%
+153.3%
Q4 2022$565,439
-1.5%
6,855
-4.4%
0.02%0.0%
Q3 2022$574,000
-8.6%
7,170
+4.1%
0.02%
-6.2%
Q2 2022$628,000
-28.3%
6,890
-14.8%
0.02%
-15.8%
Q1 2022$876,000
-53.6%
8,090
-50.3%
0.02%
-50.0%
Q4 2021$1,889,00016,2800.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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