PDS Planning, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,548 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 4.01 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 Q1 2023
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