Capasso Planning Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Capasso Planning Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$272,582
-3.8%
1,0010.0%0.15%
-3.9%
Q2 2023$283,243
+7.4%
1,001
-5.3%
0.15%
-1.9%
Q1 2023$263,658
-21.9%
1,057
-33.3%
0.16%
-27.9%
Q4 2022$337,791
+43.7%
1,585
+44.4%
0.22%
+31.1%
Q3 2022$235,000
-3.7%
1,098
+0.4%
0.16%
-5.2%
Q2 2022$244,000
-45.7%
1,094
-30.0%
0.17%
-45.4%
Q1 2022$449,000
-10.4%
1,5620.0%0.32%
-13.4%
Q4 2021$501,0001,5620.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders