Capital Planning Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,312 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$742,558
+2.9%
2,7760.0%0.13%0.0%
Q1 2024$721,434
+9.6%
2,7760.0%0.13%
+2.4%
Q4 2023$658,453
+11.7%
2,776
+0.0%
0.12%
+0.8%
Q3 2023$589,438
-3.6%
2,7750.0%0.12%
-0.8%
Q2 2023$611,277
+19.1%
2,775
+3.4%
0.12%
+1.6%
Q4 2022$513,345
+151.6%
2,685
+69.9%
0.12%
+60.5%
Q1 2020$204,000
-24.4%
1,580
-4.4%
0.08%
+7.0%
Q4 2019$270,000
+3.8%
1,652
-4.0%
0.07%
-6.6%
Q3 2019$260,000
+26.2%
1,721
+13.1%
0.08%
+4.1%
Q1 2018$206,000
-5.5%
1,521
-4.3%
0.07%
-5.2%
Q4 2017$218,000
-14.8%
1,590
-19.5%
0.08%
-23.0%
Q3 2017$256,000
-32.3%
1,975
-34.9%
0.10%
-40.1%
Q2 2017$378,000
-80.1%
3,035
-80.6%
0.17%
-82.2%
Q1 2017$1,896,000
+21.4%
15,628
+15.4%
0.94%
+12.2%
Q4 2016$1,562,000
+9.8%
13,542
+6.0%
0.83%
+9.9%
Q3 2016$1,422,000
-2.4%
12,771
-6.1%
0.76%
-6.4%
Q2 2016$1,457,000
+2.1%
13,596
-0.1%
0.81%
+18.0%
Q1 2016$1,427,000
-11.8%
13,611
-12.3%
0.69%
-27.1%
Q4 2015$1,618,000
-15.2%
15,517
-19.7%
0.94%
-24.7%
Q3 2015$1,908,000
+39.5%
19,327
+51.2%
1.25%
+56.0%
Q2 2015$1,368,000
+13.4%
12,786
+13.7%
0.80%
-4.5%
Q1 2015$1,206,000
+149.7%
11,243
+146.7%
0.84%
+100.7%
Q4 2014$483,0004,5580.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Symetra Investment Management Co 35,258$7,861,000100.00%
Rainwater Charitable Foundation 568,485$126,670,00092.18%
Adventist Health System/ West 2,357,832$525,372,00076.91%
Miramar Fiduciary Corp 28,710$6,397,00076.55%
VIEWPOINT INVESTMENT PARTNERS CORP 503,316$112,149,00073.82%
Ebor Charitable Trust 164,409$36,634,00067.94%
PFM Asset Management LLC 13,130,956$2,925,840,00064.02%
AEGON USA Investment Management, LLC 972,943$216,791,00063.72%
Gibson Capital, LLC 930,958$207,304,00053.88%
Cabot-Wellington, LLC 514,196$114,573,00051.91%
View complete list of VANGUARD INDEX FDS shareholders