WealthPlan Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$8,383,661
+16.4%
35,341
+4.3%
1.34%
+5.5%
Q3 2023$7,199,972
+29.1%
33,897
+23.4%
1.27%
-23.5%
Q2 2023$5,576,624
-20.0%
27,462
-19.6%
1.66%
+38.5%
Q1 2023$6,974,496
-80.7%
34,172
-80.4%
1.20%
-52.4%
Q4 2022$36,118,918
+6.2%
174,109
+0.7%
2.52%
+1.7%
Q3 2022$34,010,000
-15.7%
172,940
-11.3%
2.48%
-11.3%
Q1 2022$40,338,000194,9822.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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