WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$33,117,359
+11.8%
139,606
+0.1%
3.40%
-1.1%
Q3 2023$29,620,226
+9.9%
139,448
+14.0%
3.44%
-9.7%
Q2 2023$26,943,204
-5.2%
122,313
-12.1%
3.81%
+17.9%
Q1 2023$28,409,442
-21.4%
139,194
-20.1%
3.23%
+28.0%
Q4 2022$36,133,885
-10.4%
174,114
-10.7%
2.52%
-9.8%
Q1 2022$40,338,000
-18.9%
194,982
-11.1%
2.80%
-14.6%
Q4 2021$49,722,000
-4.1%
219,223
+1.2%
3.28%
-4.9%
Q3 2021$51,825,000
+16.4%
216,687
+11.6%
3.45%
+10.0%
Q2 2021$44,525,000
+8.4%
194,110
+2.0%
3.13%
-1.7%
Q1 2021$41,085,000
+7.0%
190,338
+0.7%
3.19%
-2.3%
Q4 2020$38,381,000
+17.6%
189,095
+4.7%
3.26%
+2.6%
Q3 2020$32,635,000
+168.2%
180,544
+153.8%
3.18%
+152.5%
Q2 2020$12,166,000
+19.1%
71,132
-0.4%
1.26%
-5.0%
Q1 2020$10,215,000
+186.1%
71,445
+243.1%
1.33%
+214.2%
Q4 2019$3,571,000
+1.1%
20,824
-7.3%
0.42%
-12.6%
Q3 2019$3,532,000
-7.4%
22,474
-12.1%
0.48%
-15.9%
Q2 2019$3,813,000
+11.1%
25,557
+8.7%
0.57%
+7.1%
Q1 2019$3,431,000
+6.4%
23,507
+4.0%
0.54%
+3.3%
Q4 2018$3,226,000
+3.1%
22,601
-2.3%
0.52%
-9.1%
Q3 2018$3,128,000
-10.0%
23,134
-6.5%
0.57%
-19.9%
Q2 2018$3,476,000
-2.8%
24,755
-6.0%
0.71%
-9.1%
Q1 2018$3,575,000
-9.9%
26,343
-8.9%
0.78%
-26.2%
Q4 2017$3,970,000
-53.5%
28,926
-56.1%
1.06%
-55.6%
Q3 2017$8,532,000
+9.5%
65,876
+5.2%
2.39%
+7.0%
Q2 2017$7,791,000
-86.6%
62,600
+12860.7%
2.24%
+1007.9%
Q1 2017$58,244,000
-89.2%
483
-90.1%
0.20%
+15.4%
Q3 2016$538,853,000
+99.6%
4,877
-67.8%
0.18%
+400.0%
Q2 2016$269,954,000
+0.5%
15,147
+95.4%
0.04%
-20.5%
Q4 2015$268,637,000
+1413778.9%
7,752
+4230.7%
0.04%
+450.0%
Q2 2015$19,000
-88.1%
179
-88.0%
0.01%
-89.2%
Q1 2015$159,0001,4910.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders