PLANNING ALTERNATIVES LTD /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,143 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.70 and the average weighting 2.4%.

Quarter-by-quarter ownership
PLANNING ALTERNATIVES LTD /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$250,000
+8.7%
1,4670.0%0.05%0.0%
Q2 2020$230,000
+0.9%
1,467
-17.0%
0.05%
-11.3%
Q1 2020$228,000
-87.2%
1,767
-83.8%
0.05%
-83.0%
Q4 2019$1,782,000
+7.2%
10,891
-1.1%
0.31%
+2.3%
Q3 2019$1,663,000
+0.4%
11,015
-0.2%
0.30%
+0.3%
Q2 2019$1,657,000
+3.2%
11,039
-0.6%
0.30%
+3.1%
Q1 2019$1,606,000
+8.7%
11,101
-4.0%
0.29%
-4.5%
Q4 2018$1,477,000
-15.7%
11,569
-1.2%
0.31%
+3.0%
Q3 2018$1,752,000
+6.1%
11,707
-0.4%
0.30%
+1.7%
Q2 2018$1,651,000
-9.6%
11,759
-12.6%
0.29%
-11.4%
Q1 2018$1,827,000
-1.6%
13,459
-0.5%
0.33%
+0.3%
Q4 2017$1,856,000
+4.0%
13,526
-1.8%
0.33%
-0.3%
Q3 2017$1,785,000
+1.8%
13,779
-2.2%
0.33%
-0.9%
Q2 2017$1,753,000
+2.1%
14,085
-0.5%
0.34%
+0.6%
Q1 2017$1,717,000
+325.0%
14,150
+304.4%
0.33%
+301.2%
Q4 2016$404,000
+2.0%
3,499
-1.5%
0.08%
-2.4%
Q3 2016$396,000
+0.5%
3,553
-3.3%
0.08%
-1.2%
Q2 2016$394,000
+2.3%
3,6730.0%0.09%
+1.2%
Q1 2016$385,000
-32.2%
3,673
-32.5%
0.08%
-35.6%
Q4 2015$568,000
+5.8%
5,4420.0%0.13%0.0%
Q3 2015$537,000
-12.7%
5,442
-5.3%
0.13%
+1.5%
Q2 2015$615,000
-1.4%
5,746
-1.3%
0.13%
-8.5%
Q1 2015$624,000
+1.1%
5,8200.0%0.14%
+7.6%
Q4 2014$617,000
+4.8%
5,8200.0%0.13%
-9.0%
Q3 2014$589,000
-0.5%
5,8200.0%0.14%
-0.7%
Q2 2014$592,000
-10.3%
5,820
-16.5%
0.15%
-24.4%
Q1 2014$660,000
-21.1%
6,967
-20.1%
0.19%
-24.3%
Q4 2013$836,000
+9.1%
8,718
-0.2%
0.26%
-28.4%
Q3 2013$766,000
+8.5%
8,739
+2.4%
0.36%
-11.9%
Q2 2013$706,0008,5370.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Symetra Investment Management Co 35,258$7,861,000100.00%
Rainwater Charitable Foundation 568,485$126,670,00092.18%
Adventist Health System/ West 2,357,832$525,372,00076.91%
Miramar Fiduciary Corp 28,710$6,397,00076.55%
VIEWPOINT INVESTMENT PARTNERS CORP 503,316$112,149,00073.82%
Ebor Charitable Trust 164,409$36,634,00067.94%
PFM Asset Management LLC 13,130,956$2,925,840,00064.02%
AEGON USA Investment Management, LLC 972,943$216,791,00063.72%
Gibson Capital, LLC 930,958$207,304,00053.88%
Cabot-Wellington, LLC 514,196$114,573,00051.91%
View complete list of VANGUARD INDEX FDS shareholders