Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$2,044,412
+5.7%
10,017
-1.0%
1.15%
+11.6%
Q4 2022$1,934,208
+8.4%
10,117
+1.7%
1.03%
+17.4%
Q3 2022$1,785,000
-4.9%
9,945
-0.1%
0.88%
+19.5%
Q2 2022$1,877,000
-27.5%
9,950
-12.5%
0.73%
-25.5%
Q1 2022$2,590,000
+1.6%
11,377
+7.7%
0.98%
-4.8%
Q4 2021$2,550,000
+11.2%
10,560
+2.2%
1.03%
-0.8%
Q3 2021$2,293,000
+10.7%
10,328
+11.1%
1.04%
+3.8%
Q2 2021$2,072,000
+9.9%
9,299
+1.9%
1.00%
-8.4%
Q1 2021$1,886,000
+5.7%
9,124
-0.5%
1.09%
-3.4%
Q4 2020$1,785,0009,1731.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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