Retirement Planning Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
Retirement Planning Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,045,598
-0.6%
23,754
+3.1%
0.54%
+5.7%
Q2 2023$5,076,253
+5.3%
23,045
-2.4%
0.51%
-1.4%
Q1 2023$4,820,453
+13.1%
23,618
+5.9%
0.51%
+5.5%
Q4 2022$4,263,815
+71.9%
22,301
+61.3%
0.49%
+56.1%
Q3 2022$2,481,000
+42.8%
13,825
+50.0%
0.31%
+45.8%
Q2 2022$1,738,000
+179.9%
9,216
+237.6%
0.21%
+214.7%
Q1 2022$621,000
-9.3%
2,730
-3.8%
0.07%
+3.0%
Q4 2021$685,000
+7.5%
2,837
-1.2%
0.07%
-8.3%
Q3 2021$637,000
-30.3%
2,871
-30.0%
0.07%
-31.4%
Q2 2021$914,000
+84.6%
4,103
+71.5%
0.10%
+54.4%
Q1 2021$495,000
-5.9%
2,393
-11.5%
0.07%
-10.5%
Q4 2020$526,000
+5.6%
2,703
-7.6%
0.08%
-6.2%
Q3 2020$498,000
-7.1%
2,925
-14.6%
0.08%
-17.3%
Q2 2020$536,000
+119.7%
3,427
+110.6%
0.10%
+78.2%
Q2 2019$244,000
-10.3%
1,627
-13.3%
0.06%
-16.7%
Q1 2019$272,000
+12.4%
1,877
-1.1%
0.07%
+1.5%
Q4 2018$242,000
-47.4%
1,897
-38.3%
0.06%
-44.9%
Q3 2018$460,000
+3.6%
3,077
-2.8%
0.12%
-1.7%
Q2 2018$444,000
+2.8%
3,165
-0.5%
0.12%
+2.6%
Q1 2018$432,000
+8.0%
3,181
+9.3%
0.12%
+7.3%
Q4 2017$400,000
-0.7%
2,911
-6.4%
0.11%
-5.2%
Q3 2017$403,000
+1.0%
3,109
-2.9%
0.12%
-4.2%
Q2 2017$399,000
-20.5%
3,203
-22.6%
0.12%
-21.6%
Q1 2017$502,000
+4.8%
4,138
-0.4%
0.15%0.0%
Q4 2016$479,000
+3.7%
4,1530.0%0.15%
+2.7%
Q3 2016$462,000
-9.1%
4,153
-12.4%
0.15%
-13.4%
Q2 2016$508,000
+0.4%
4,741
-1.8%
0.17%
-3.9%
Q1 2016$506,000
-4.7%
4,830
-5.1%
0.18%
-8.7%
Q4 2015$531,000
+5.8%
5,0880.0%0.20%
-10.9%
Q3 2015$502,000
-3.8%
5,088
+4.3%
0.22%
+3.3%
Q2 2015$522,000
-4.4%
4,879
-4.2%
0.21%
-1.8%
Q1 2015$546,000
-10.3%
5,092
-11.3%
0.22%
+15.4%
Q4 2014$609,000
-11.6%
5,741
-15.6%
0.19%
-12.6%
Q3 2014$689,000
-58.4%
6,802
-58.2%
0.22%
-57.1%
Q2 2014$1,655,000
+4.8%
16,264
+0.4%
0.50%
-1.8%
Q1 2014$1,579,000
+2.7%
16,200
+1.1%
0.51%
-6.6%
Q4 2013$1,537,000
+8.5%
16,027
-0.8%
0.55%
+6.2%
Q3 2013$1,416,000
-4.5%
16,152
-10.0%
0.51%
-15.7%
Q2 2013$1,483,00017,9420.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders