Capasso Planning Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capasso Planning Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$487,126
-17.1%
3,054
-14.0%
0.26%
-17.4%
Q2 2023$587,277
+8.5%
3,551
+4.2%
0.32%
-0.6%
Q1 2023$541,217
-9.4%
3,409
-9.4%
0.32%
-16.5%
Q4 2022$597,624
+6.0%
3,763
-4.2%
0.38%
-3.3%
Q3 2022$564,0003,9300.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders