PLANNING ALTERNATIVES LTD /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
PLANNING ALTERNATIVES LTD /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,201,326
-3.3%
52,210
-0.4%
1.40%
+1.9%
Q2 2023$7,449,025
+1.1%
52,421
-1.8%
1.37%
-4.5%
Q1 2023$7,369,826
-1.6%
53,3620.0%1.43%
+5.1%
Q4 2022$7,490,424
+12.7%
53,362
-0.9%
1.36%
-1.5%
Q3 2022$6,647,000
-7.0%
53,827
-0.7%
1.38%
+2.9%
Q2 2022$7,148,000
-14.7%
54,198
-4.4%
1.35%
+0.6%
Q1 2022$8,376,000
-1.7%
56,677
-2.2%
1.34%
+1.8%
Q4 2021$8,524,000
+8.0%
57,940
-0.6%
1.31%
+1.0%
Q3 2021$7,891,000
-1.9%
58,291
-0.3%
1.30%
-1.0%
Q2 2021$8,040,000
+1.3%
58,488
-3.1%
1.31%
-0.5%
Q1 2021$7,934,000
+9.2%
60,356
-1.2%
1.32%
+2.6%
Q4 2020$7,266,000
+13.4%
61,078
-0.4%
1.29%
+7.1%
Q3 2020$6,406,000
+3.4%
61,299
-1.5%
1.20%
-4.1%
Q2 2020$6,196,000
+6.3%
62,219
-4.9%
1.26%
-7.3%
Q1 2020$5,829,000
-27.6%
65,450
-2.5%
1.35%
-3.6%
Q4 2019$8,049,000
+0.5%
67,157
-6.4%
1.40%
-4.2%
Q3 2019$8,008,000
-4.8%
71,743
-5.4%
1.46%
-4.6%
Q2 2019$8,408,000
-2.6%
75,799
-5.5%
1.54%
-2.7%
Q1 2019$8,635,000
+7.5%
80,232
-2.1%
1.58%
-5.8%
Q4 2018$8,031,000
-13.2%
81,987
-1.9%
1.68%
+6.1%
Q3 2018$9,248,000
+3.1%
83,552
-3.3%
1.58%
-1.0%
Q2 2018$8,974,000
-8.1%
86,429
-8.6%
1.60%
-10.0%
Q1 2018$9,760,000
-36.1%
94,588
-34.2%
1.77%
-34.9%
Q4 2017$15,276,000
+0.6%
143,682
-5.6%
2.73%
-3.4%
Q3 2017$15,189,000
-1.7%
152,168
-4.9%
2.82%
-4.3%
Q2 2017$15,453,000
-1.2%
160,035
-2.4%
2.95%
-2.7%
Q1 2017$15,641,000
+0.4%
164,001
-2.0%
3.03%
-5.7%
Q4 2016$15,571,000
+2.5%
167,409
-4.1%
3.21%
-1.2%
Q3 2016$15,186,000
-1.3%
174,553
-3.6%
3.25%
-2.8%
Q2 2016$15,385,000
+0.4%
181,020
-2.7%
3.35%
-1.1%
Q1 2016$15,325,000
-2.4%
186,003
-3.4%
3.39%
-7.3%
Q4 2015$15,701,000
+1.7%
192,601
-4.3%
3.65%
-3.7%
Q3 2015$15,443,000
-10.2%
201,212
-2.5%
3.79%
+4.6%
Q2 2015$17,199,000
-1.2%
206,317
-0.8%
3.63%
-8.2%
Q1 2015$17,407,000
-1.7%
207,970
-0.8%
3.95%
+3.9%
Q4 2014$17,713,000
+2.3%
209,646
-1.7%
3.80%
-10.7%
Q3 2014$17,317,000
+0.7%
213,264
+0.4%
4.26%
+0.2%
Q2 2014$17,194,000
+3.1%
212,519
-0.4%
4.25%
-13.0%
Q1 2014$16,675,000
+2.3%
213,478
-2.1%
4.88%
-1.7%
Q4 2013$16,293,000218,1514.97%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,732,950$239,337,72599.20%
Permanens Capital L.P. 1,870,092$258,278,40656.01%
Chan Zuckerberg Initiative, LLC 788,677$108,924,18041.47%
Employees' Retirement Fund of the City of Fort Worth 1,078,774$148,989,47729.14%
Saudi Central Bank 756,686$104,50626.91%
STABLEFORD CAPITAL II LLC 254,691$35,75125.60%
Safeguard Financial, LLC 298,795$41,26725.05%
Brickley Wealth Management 630,109$87,024,38923.85%
Mill Creek Capital Advisors, LLC 4,650,523$642,283,79923.65%
Thrive Wealth Management, LLC 616,229$85,107,33921.81%
View complete list of VANGUARD INDEX FDS shareholders