ASSET PLANNING CORPORATION - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
ASSET PLANNING CORPORATION ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,284,506
-5.7%
6,047
-2.2%
0.99%
-4.5%
Q2 2023$1,361,463
+14.9%
6,181
+6.5%
1.04%
+8.7%
Q1 2023$1,184,771
+3.8%
5,805
-2.7%
0.95%
+0.2%
Q4 2022$1,140,855
+6.8%
5,967
+0.3%
0.95%
-4.9%
Q3 2022$1,068,000
-12.4%
5,952
-7.9%
1.00%
-5.7%
Q2 2022$1,219,000
-20.8%
6,463
-4.5%
1.06%
-21.2%
Q1 2022$1,540,000
-6.7%
6,764
-1.0%
1.34%
-4.7%
Q4 2021$1,650,000
-0.6%
6,833
-8.6%
1.41%
-8.1%
Q3 2021$1,660,000
-4.9%
7,477
-4.6%
1.54%
-9.6%
Q2 2021$1,746,000
+8.0%
7,835
+0.2%
1.70%
+1.1%
Q1 2021$1,616,000
+3.7%
7,821
-2.4%
1.68%
+8.7%
Q4 2020$1,559,0008,0121.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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