Capital Planning Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 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 Q3 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,374,356$195,836,88350.47%
LifeGuide Financial Advisors, LLC 496,644$40,963,19635.52%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,424,154$529,86427.58%
Gibson Capital, LLC 1,037,595$85,580,52225.48%
Seven Post Investment Office LP 752,486$62,065,01921.82%
Passive Capital Management, LLC. 534,787$44,109,19220.07%
Fairfield University 201,998$16,660,75913.84%
VISTA CAPITAL PARTNERS, INC. 1,054,461$86,971,92913.56%
Michelson Medical Research Foundation, Inc. 226,480$18,680,07012.10%
Iyo Bank, Ltd. 235,715$19,44211.45%
View complete list of VANGUARD INDEX FDS shareholders