Capital Planning Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$534,000
-87.9%
4,063
-89.0%
0.12%
-88.9%
Q4 2020$4,397,000
+16.2%
36,959
+2.1%
1.08%
+4.1%
Q3 2020$3,783,000
-25.6%
36,199
-29.1%
1.04%
-31.5%
Q2 2020$5,082,000
+9.3%
51,030
-2.2%
1.51%
-12.8%
Q1 2020$4,649,000
-32.8%
52,203
-9.6%
1.74%
-4.2%
Q4 2019$6,922,000
+9.1%
57,754
+1.6%
1.81%
-1.9%
Q3 2019$6,345,000
-33.8%
56,845
-34.2%
1.85%
-34.4%
Q2 2019$9,589,000
+1.6%
86,453
-1.4%
2.82%
-2.2%
Q1 2019$9,436,000
+6.3%
87,671
-3.2%
2.88%
-10.9%
Q4 2018$8,876,000
-17.2%
90,613
-6.5%
3.23%
-5.7%
Q3 2018$10,726,000
+60.9%
96,914
+50.9%
3.43%
+13.7%
Q2 2018$6,668,000
-35.9%
64,220
-36.3%
3.02%
-18.3%
Q1 2018$10,400,000
-10.5%
100,798
-7.7%
3.69%
-9.5%
Q4 2017$11,616,000
+2.8%
109,259
-3.5%
4.08%
-7.8%
Q3 2017$11,300,000
+8.8%
113,203
+5.3%
4.43%
-3.7%
Q2 2017$10,383,000
+1.3%
107,526
+0.1%
4.60%
-9.2%
Q1 2017$10,249,000
+13.4%
107,469
+10.6%
5.06%
+4.9%
Q4 2016$9,037,000
+95.8%
97,165
+83.2%
4.82%
+95.9%
Q3 2016$4,615,000
+6.7%
53,046
+4.2%
2.46%
+2.3%
Q2 2016$4,327,000
+10.0%
50,916
+6.6%
2.41%
+27.1%
Q1 2016$3,935,000
+2.6%
47,765
+1.6%
1.90%
-15.2%
Q4 2015$3,834,000
+9.9%
47,035
+3.5%
2.23%
-2.4%
Q3 2015$3,488,000
-11.6%
45,446
-4.0%
2.29%
-1.1%
Q2 2015$3,945,000
+1.3%
47,327
+1.7%
2.32%
-14.7%
Q1 2015$3,896,000
+154.3%
46,544
+156.7%
2.72%
+104.0%
Q4 2014$1,532,00018,1311.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$198,750,23489.97%
Permanens Capital L.P. 1,776,945$245,094,02441.90%
Employees' Retirement Fund of the City of Fort Worth 928,774$128,105,79728.22%
Pacific Life Fund Advisors LLC 1,892,409$261,019,97327.63%
Saudi Central Bank 756,686$104,36926.69%
Safeguard Financial, LLC 388,806$53,628,07625.87%
Thrive Wealth Management, LLC 655,367$90,394,80824.05%
Dougherty Wealth Advisers LLC 149,922$20,678,74123.94%
Brickley Wealth Management 630,698$86,992,15023.21%
NorthLanding Financial Partners, LLC 128,468$17,719,64322.71%
View complete list of VANGUARD INDEX FDS shareholders