Capital Planning LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,031,059
-0.6%
20,599
+3.0%
1.59%
+0.5%
Q2 2023$4,053,589
+19.5%
19,996
+10.1%
1.58%
+12.8%
Q1 2023$3,392,283
+22.8%
18,159
+14.5%
1.40%
+14.2%
Q4 2022$2,762,464
+13.9%
15,858
+6.9%
1.23%
-10.6%
Q3 2022$2,426,000
+7.8%
14,834
+13.6%
1.37%
+13.2%
Q2 2022$2,250,000
-17.8%
13,055
-0.5%
1.21%
+13.9%
Q1 2022$2,736,000
-5.8%
13,122
-0.1%
1.07%
-0.8%
Q4 2021$2,903,000
+10.0%
13,133
-0.0%
1.08%
-0.2%
Q3 2021$2,639,000
-1.4%
13,135
-1.5%
1.08%
-5.3%
Q2 2021$2,676,000
-57.1%
13,331
-60.4%
1.14%
-58.7%
Q1 2021$6,237,000
+6.1%
33,661
+0.6%
2.75%
-0.1%
Q4 2020$5,880,00033,4602.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders