TrueWealth Financial Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,570 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 4.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
TrueWealth Financial Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$12,658,560
+5.3%
151,129
+8.7%
8.17%
-3.1%
Q1 2024$12,020,640
-0.5%
138,999
+1.6%
8.43%
-8.1%
Q4 2023$12,085,973
+18.5%
136,781
+1.5%
9.18%
+9.5%
Q3 2023$10,195,415
-4.3%
134,753
+5.7%
8.38%
-4.8%
Q2 2023$10,649,549
+2.3%
127,448
+1.7%
8.81%
-1.8%
Q1 2023$10,406,738
+14.5%
125,322
+13.7%
8.98%
+1.8%
Q4 2022$9,089,048
+7.6%
110,197
+4.6%
8.81%
-4.0%
Q3 2022$8,448,000
-9.2%
105,370
+3.2%
9.18%
-5.9%
Q2 2022$9,300,000
-11.5%
102,077
+5.3%
9.75%
-3.4%
Q1 2022$10,504,000
-4.6%
96,931
+2.1%
10.10%
-6.2%
Q4 2021$11,011,00094,91810.76%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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