Capital Planning Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.97 and the average weighting 2.4%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,568,688
+39.6%
9,135
+34.2%
0.78%
+36.0%
Q1 2024$3,272,125
+26.0%
6,807
+14.5%
0.58%
+17.1%
Q4 2023$2,597,650
+173.7%
5,947
+146.0%
0.49%
+148.0%
Q3 2023$949,156
+72.1%
2,417
+78.5%
0.20%
+76.8%
Q2 2023$551,457
+102.0%
1,354
+62.9%
0.11%
+53.4%
Q3 2022$273,000
+3.4%
831
+9.2%
0.07%
+4.3%
Q2 2022$264,000
-21.7%
761
-6.2%
0.07%
-2.8%
Q1 2022$337,000
-10.4%
811
-5.8%
0.07%0.0%
Q4 2021$376,000
+28.8%
861
+16.4%
0.07%
+18.0%
Q3 2021$292,000
+0.3%
7400.0%0.06%
+1.7%
Q2 2021$291,000
+1840.0%
740
+1245.5%
0.06%
+1400.0%
Q3 2019$15,000550.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
GLOBE LIFE INC. 693,701$189,103,000100.00%
Mercer Investments LLC 14,984$4,084,772,00084.33%
E-L Financial Corp Ltd 1,653,696$596,885,00082.55%
Mangham Associates,LLC 369,725$100,787,00074.89%
JBF Capital, Inc. 1,458,168$397,497,00070.92%
HM Capital Management, LLC 311,098$84,805,00053.58%
Wall Capital Group, Inc. 395,967$107,941,00051.17%
AXIS CAPITAL HOLDINGS LTD 218,067$59,445,00047.47%
Fairfield University 163,484$44,565,738,00047.20%
Summit Rock Advisors, LP 167,694$45,713,00042.63%
View complete list of VANGUARD INDEX FDS shareholders