Waterford Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,607 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 4.19 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waterford Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,828,327
-3.1%
21,8280.0%0.77%
-4.2%
Q1 2024$1,887,699
-2.1%
21,8280.0%0.80%
-11.4%
Q4 2023$1,928,715
+20.2%
21,828
+2.9%
0.90%
+0.7%
Q3 2023$1,604,849
+85173.6%
21,211
-5.8%
0.90%
-0.9%
Q2 2023$1,882
+0.6%
22,5170.0%0.91%
-10.5%
Q1 2023$1,870
-2.5%
22,517
-3.2%
1.01%
-9.4%
Q4 2022$1,91823,2511.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders