PDS Planning, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,121,151
-1.6%
67,686
+8.7%
0.66%
-0.3%
Q2 2023$5,204,259
-0.1%
62,282
-0.7%
0.66%
-7.4%
Q1 2023$5,210,687
+4.0%
62,749
+3.3%
0.72%
-10.4%
Q4 2022$5,010,904
+38.7%
60,753
+34.8%
0.80%
+21.7%
Q3 2022$3,613,000
-14.6%
45,067
-3.0%
0.66%
-14.1%
Q2 2022$4,231,000
-2.2%
46,439
+16.4%
0.77%
+0.7%
Q1 2022$4,324,000
-1.2%
39,899
+5.8%
0.76%
-9.1%
Q4 2021$4,376,000
+16.0%
37,721
+1.8%
0.84%
-3.8%
Q3 2021$3,772,000
+0.9%
37,065
+0.9%
0.87%
-4.4%
Q2 2021$3,738,000
+11.4%
36,720
+0.6%
0.91%
-6.6%
Q1 2021$3,354,000
+9.0%
36,515
+0.8%
0.97%
-7.8%
Q4 2020$3,077,000
+9.1%
36,232
+1.4%
1.06%
-8.0%
Q3 2020$2,820,000
+21.4%
35,716
+20.7%
1.15%
+9.0%
Q2 2020$2,323,00029,5791.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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