HB Wealth Management, 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
HB Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,531,939
-18.4%
20,248
-9.8%
0.02%
-16.7%
Q2 2023$1,876,251
-14.6%
22,454
-15.1%
0.03%
-21.1%
Q1 2023$2,196,320
-12.9%
26,449
-13.5%
0.04%
-17.4%
Q4 2022$2,522,230
+19.3%
30,580
+15.9%
0.05%
+2.2%
Q3 2022$2,115,000
+0.2%
26,379
+13.9%
0.04%
+4.7%
Q2 2022$2,110,000
-15.4%
23,164
+0.7%
0.04%
-6.5%
Q1 2022$2,494,000
+78.0%
23,010
+90.6%
0.05%
+64.3%
Q4 2021$1,401,00012,0740.03%
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