Consolidated Planning Corp - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

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 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders