Essential Planning, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
Essential Planning, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,406,535
-5.5%
53,642
-2.3%
6.32%
-8.2%
Q2 2023$12,075,509
+9.8%
54,896
+1.9%
6.89%
+3.2%
Q1 2023$11,000,215
+45.4%
53,895
+28.2%
6.67%
+14.9%
Q4 2022$7,565,423
+3000.6%
42,056
+2987.8%
5.80%
+312.1%
Q3 2022$244,0001,3621.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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