Capital Planning Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,453,085
-7.3%
16,353
-3.7%
0.93%
-4.6%
Q2 2023$4,804,284
+7.9%
16,979
-4.9%
0.97%
+2.9%
Q1 2023$4,453,668
-3.4%
17,855
-17.5%
0.95%
-13.6%
Q4 2022$4,612,695
-5.1%
21,645
-4.7%
1.10%
-16.0%
Q3 2022$4,859,000
-8.6%
22,709
-4.7%
1.30%
-7.2%
Q2 2022$5,314,000
-27.3%
23,839
-6.2%
1.41%
-10.0%
Q1 2022$7,313,000
-9.2%
25,428
+1.3%
1.56%
+2.0%
Q4 2021$8,054,000
+8.8%
25,099
-1.6%
1.53%
-0.1%
Q3 2021$7,400,000
-1.9%
25,502
-3.1%
1.54%
-0.8%
Q2 2021$7,547,000
-2.0%
26,312
-12.2%
1.55%
-10.3%
Q1 2021$7,700,000
-17.6%
29,957
-18.8%
1.73%
-24.8%
Q4 2020$9,341,000
-2.5%
36,873
-12.4%
2.30%
-12.6%
Q3 2020$9,577,000
+1.4%
42,077
-10.0%
2.62%
-6.7%
Q2 2020$9,447,000
+17.5%
46,745
-8.9%
2.81%
-6.3%
Q1 2020$8,041,000
-16.8%
51,320
-3.3%
3.00%
+18.7%
Q4 2019$9,666,000
+7.2%
53,062
-2.1%
2.53%
-3.6%
Q3 2019$9,015,000
-5.3%
54,215
-6.9%
2.62%
-6.1%
Q2 2019$9,515,000
+3.0%
58,234
-1.4%
2.80%
-1.0%
Q1 2019$9,242,000
+8.1%
59,083
-7.2%
2.82%
-9.3%
Q4 2018$8,551,000
-25.0%
63,655
-10.1%
3.11%
-14.5%
Q3 2018$11,397,000
+5.8%
70,773
-1.6%
3.64%
-25.2%
Q2 2018$10,774,000
-27.3%
71,917
-31.1%
4.87%
-7.4%
Q1 2018$14,812,000
-1.9%
104,398
-2.8%
5.26%
-0.9%
Q4 2017$15,104,000
-7.6%
107,388
-12.8%
5.31%
-17.2%
Q3 2017$16,349,000
+4.1%
123,156
-0.4%
6.40%
-7.8%
Q2 2017$15,705,000
-0.7%
123,624
-4.9%
6.95%
-10.9%
Q1 2017$15,808,000
+14.2%
129,939
+4.7%
7.80%
+5.6%
Q4 2016$13,842,000
-4.5%
124,164
-3.8%
7.39%
-4.4%
Q3 2016$14,488,000
+9.8%
129,025
+4.9%
7.73%
+5.3%
Q2 2016$13,190,000
+0.7%
123,042
-0.0%
7.34%
+16.4%
Q1 2016$13,102,000
+1.4%
123,080
+1.3%
6.31%
-16.2%
Q4 2015$12,927,000
+5.4%
121,505
-0.7%
7.53%
-6.5%
Q3 2015$12,267,000
+6.8%
122,312
+14.0%
8.06%
+19.5%
Q2 2015$11,488,000
+15.7%
107,315
+13.1%
6.74%
-2.6%
Q1 2015$9,925,000
+75.0%
94,879
+74.7%
6.92%
+40.5%
Q4 2014$5,671,00054,3234.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders