FirstPurpose Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,589 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 4.19 and the average weighting 0.8%.

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 2022
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders