Capasso Planning Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capasso Planning Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,086,838
-2.4%
5,748
+2.7%
0.58%
-2.8%
Q2 2023$1,113,375
+6.7%
5,598
+1.7%
0.60%
-2.1%
Q1 2023$1,043,896
-2.6%
5,507
-5.7%
0.61%
-10.4%
Q4 2022$1,071,706
+5.5%
5,839
-1.7%
0.68%
-3.7%
Q3 2022$1,016,000
+1.4%
5,943
+4.5%
0.71%
-0.3%
Q2 2022$1,002,000
-12.7%
5,689
+5.3%
0.71%
-12.2%
Q1 2022$1,148,000
-9.2%
5,401
-3.5%
0.81%
-12.3%
Q4 2021$1,265,0005,5960.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders