FirstPurpose Wealth 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
FirstPurpose Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$380,570
-10.0%
5,030
-0.6%
0.16%
-9.4%
Q2 2023$422,981
-51.2%
5,062
-51.5%
0.18%
-57.6%
Q1 2023$866,024
-12.5%
10,429
-13.1%
0.43%
-22.8%
Q4 2022$989,760
-64.1%
12,000
-65.1%
0.55%
-69.5%
Q3 2022$2,757,000
-12.4%
34,393
-0.5%
1.82%
-14.2%
Q2 2022$3,149,000
-3.0%
34,561
+15.3%
2.12%
-16.4%
Q1 2022$3,248,000
+26.1%
29,968
+35.0%
2.53%
+56.6%
Q4 2021$2,575,00022,1981.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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