Capital Planning Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,310 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$225,288
+0.7%
2,7130.0%0.05%
-9.4%
Q4 2022$223,768
-50.9%
2,713
-45.8%
0.05%
-56.2%
Q2 2022$456,000
+33.3%
5,002
+58.4%
0.12%
+65.8%
Q1 2022$342,000
+5.9%
3,157
+13.6%
0.07%
+17.7%
Q4 2021$323,000
+15.8%
2,780
+1.6%
0.06%
+6.9%
Q3 2021$279,0000.0%2,7370.0%0.06%
+1.8%
Q2 2021$279,000
+10.3%
2,737
-0.7%
0.06%0.0%
Q1 2021$253,000
-4.2%
2,757
-11.4%
0.06%
-12.3%
Q4 2020$264,000
+7.3%
3,1120.0%0.06%
-3.0%
Q3 2020$246,000
-50.8%
3,112
-51.1%
0.07%
-55.0%
Q2 2020$500,000
+13.1%
6,368
+0.5%
0.15%
-9.7%
Q1 2020$442,000
-41.7%
6,335
-22.4%
0.16%
-16.7%
Q4 2019$758,000
-0.4%
8,1650.0%0.20%
-10.4%
Q3 2019$761,000
+1.6%
8,165
-4.7%
0.22%
+0.5%
Q2 2019$749,000
+0.7%
8,5650.0%0.22%
-3.1%
Q1 2019$744,0008,5650.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,397,646$200,347,30051.29%
LifeGuide Financial Advisors, LLC 532,956$44,533,82930.10%
Gibson Capital, LLC 1,119,995$93,586,84424.31%
Seven Post Investment Office LP 753,365$62,951,15319.18%
MAS Advisors LLC 133,208$11,130,82615.54%
Fairfield University 193,342$16,155,67013.74%
OIKOS HOLDINGS LLC 415,131$34,688,34613.70%
VISTA CAPITAL PARTNERS, INC. 1,090,256$91,101,75912.64%
Gunma Bank,Ltd. 185,000$15,45910.47%
Trustees of the Smith College 139,426$11,650,4379.90%
View complete list of VANGUARD INDEX FDS shareholders