BCR Wealth Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,482 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
BCR Wealth Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,244
-9.6%
95,755
-0.2%
5.77%
-6.9%
Q2 2023$8,016
+2.5%
95,940
+1.8%
6.20%
-0.6%
Q1 2023$7,822
+0.7%
94,2020.0%6.24%
-6.9%
Q4 2022$7,769
-99.9%
94,202
+5.1%
6.70%
-9.1%
Q3 2022$7,188,000
-9.8%
89,662
+2.5%
7.37%
-10.5%
Q2 2022$7,969,000
-16.4%
87,462
-0.6%
8.24%
-9.7%
Q1 2022$9,536,000
-5.3%
87,998
+1.4%
9.12%
-4.3%
Q4 2021$10,072,00086,8249.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders