WealthPlan Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

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 Q2 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders