Consolidated Planning Corp - 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
Consolidated Planning Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,811,228
+3.5%
97,977
+7.4%
4.61%
+8.9%
Q2 2023$20,103,834
-29.8%
91,264
-34.9%
4.23%
-42.9%
Q1 2023$28,623,132
+7.0%
140,241
+0.2%
7.42%
+0.1%
Q4 2022$26,755,608
+6.0%
139,943
-0.5%
7.40%
-6.0%
Q3 2022$25,251,000
-52.7%
140,697
-50.3%
7.88%
-52.8%
Q2 2022$53,350,000
-17.4%
282,843
-0.3%
16.68%
-62.8%
Q1 2022$64,595,000
-5.5%
283,722
+0.2%
44.79%
+1.6%
Q4 2021$68,360,000
+8.5%
283,134
-0.2%
44.07%
+7.6%
Q3 2021$63,014,000
+1.5%
283,769
+1.9%
40.95%
-10.9%
Q2 2021$62,075,000
-10.5%
278,588
-16.9%
45.96%
+3.8%
Q1 2021$69,321,000
+5.7%
335,386
-0.5%
44.28%
+3.6%
Q4 2020$65,581,000
+17.1%
336,939
+2.5%
42.73%
+2.4%
Q3 2020$56,010,000
+7.4%
328,874
-1.3%
41.72%
-18.4%
Q2 2020$52,144,000
+24.2%
333,129
+2.3%
51.13%
-2.9%
Q1 2020$41,985,000
-19.8%
325,689
+1.7%
52.67%
+1.7%
Q4 2019$52,383,000320,15151.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders