WMG Financial Advisors, LLC - 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
WMG Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$225,121
-16.6%
2,711
-17.2%
0.19%
-19.1%
Q4 2022$269,958
-38.2%
3,273
-39.9%
0.23%
-41.5%
Q3 2022$437,000
-12.4%
5,448
-0.9%
0.39%
-9.2%
Q2 2022$499,000
-17.0%
5,495
-0.9%
0.43%
-2.0%
Q1 2022$601,000
+0.2%
5,543
+7.2%
0.44%
-5.6%
Q4 2021$600,0005,1720.47%
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