Forum Financial Management, LP - 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
Forum Financial Management, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$751,648
-13.9%
9,935
-5.0%
0.02%
-15.0%
Q2 2023$873,500
+104.1%
10,454
+102.8%
0.02%
+66.7%
Q1 2023$428,039
+17.3%
5,155
+16.5%
0.01%0.0%
Q4 2022$364,879
-11.0%
4,424
-13.4%
0.01%
-40.0%
Q3 2022$410,000
-15.3%
5,109
-3.8%
0.02%
-16.7%
Q2 2022$484,000
+35.6%
5,309
+61.1%
0.02%
+41.2%
Q1 2022$357,000
-9.4%
3,296
-3.0%
0.02%
-15.0%
Q4 2021$394,0003,3980.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Vanderbilt University 2,413,381$245,633,91857.83%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,207,00029.46%
Gibson Capital, LLC 1,002,491$101,863,00026.64%
Seven Post Investment Office LP 772,292$78,604,00024.44%
SMI Advisory Services, LLC 369,029$37,560,00016.82%
VISTA CAPITAL PARTNERS, INC. 954,533$97,152,00013.96%
McCutchen Group LLC 623,529$63,463,00011.58%
Fort Henry Capital, LLC 106,063$10,795,0009.50%
Coco Enterprises, LLC 108,871$11,381,0009.08%
Crestone Asset Management LLC 362,203$36,865,0008.06%
View complete list of VANGUARD INDEX FDS shareholders