Capital Planning Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 422 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2019$126,000
-49.8%
854
-59.3%
0.04%
-59.3%
Q4 2018$251,000
-59.6%
2,098
-52.0%
0.09%
-54.3%
Q3 2018$622,000
+11.3%
4,368
+5.0%
0.20%
-21.3%
Q2 2018$559,0004,1610.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders