Capital Planning Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders