Capital Planning LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

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 Q3 2023
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders