Capital Planning LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 682 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$603,685
-5.7%
4,198
-2.0%
0.24%
-4.8%
Q2 2023$639,868
+4.7%
4,285
-1.7%
0.25%
-1.2%
Q1 2023$611,132
+12.9%
4,359
+7.0%
0.25%
+5.0%
Q4 2022$541,405
-3.7%
4,075
-7.9%
0.24%
-24.2%
Q3 2022$562,000
-39.0%
4,423
-37.0%
0.32%
-36.0%
Q2 2022$921,000
-19.7%
7,026
+1.5%
0.50%
+11.2%
Q1 2022$1,147,000
-8.4%
6,922
+1.1%
0.45%
-3.5%
Q4 2021$1,252,000
-0.8%
6,849
-1.0%
0.46%
-10.1%
Q3 2021$1,262,000
-1.6%
6,919
+1.7%
0.52%
-5.5%
Q2 2021$1,283,000
+7.0%
6,805
+0.4%
0.54%
+3.0%
Q1 2021$1,199,000
+9.1%
6,775
+1.6%
0.53%
+2.7%
Q4 2020$1,099,0006,6710.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders