AMERICAN ECONOMIC PLANNING GROUP INC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
AMERICAN ECONOMIC PLANNING GROUP INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2019$1,157,000
-21.3%
9,891
-20.2%
0.32%
-28.9%
Q2 2019$1,470,000
+6.1%
12,396
+3.3%
0.44%
+2.3%
Q1 2019$1,385,000
+8.8%
12,000
-5.9%
0.43%
+5.1%
Q4 2018$1,273,000
-15.0%
12,751
+4.3%
0.41%
-22.4%
Q3 2018$1,498,000
+3.2%
12,221
-0.8%
0.53%
-1.1%
Q2 2018$1,451,000
-6.8%
12,316
-11.8%
0.54%
-5.6%
Q1 2018$1,557,000
+1.3%
13,959
+1.5%
0.57%
+0.5%
Q4 2017$1,537,000
+1.2%
13,756
-3.0%
0.57%
-1.0%
Q3 2017$1,519,000
+5.9%
14,176
+1.1%
0.57%
+1.2%
Q2 2017$1,435,000
+2.6%
14,024
+0.2%
0.56%
+0.5%
Q1 2017$1,398,000
+9.1%
13,997
+4.7%
0.56%
+2.6%
Q4 2016$1,281,000
-0.8%
13,364
-5.5%
0.55%
+5.8%
Q3 2016$1,291,000
+7.0%
14,145
+0.2%
0.52%
+6.6%
Q2 2016$1,206,000
-16.7%
14,123
-19.2%
0.49%
-17.1%
Q1 2016$1,448,000
+25.8%
17,483
+27.3%
0.59%
+31.7%
Q4 2015$1,151,000
+7.2%
13,735
+4.4%
0.44%
-5.5%
Q3 2015$1,074,000
-8.8%
13,157
+2.7%
0.47%
-2.7%
Q2 2015$1,178,000
-8.4%
12,809
-7.9%
0.48%
-0.8%
Q1 2015$1,286,000
+4.9%
13,905
-0.4%
0.49%
+3.4%
Q4 2014$1,226,000
+2.7%
13,966
-2.3%
0.47%
+0.9%
Q3 2014$1,194,000
-9.5%
14,292
-5.0%
0.47%
-3.3%
Q2 2014$1,319,000
+35.1%
15,039
+31.0%
0.48%
+26.7%
Q1 2014$976,000
+1.5%
11,484
-1.2%
0.38%
+9.5%
Q4 2013$962,000
+3.6%
11,627
-3.4%
0.35%
-8.4%
Q3 2013$929,000
+3.3%
12,042
-6.4%
0.38%
+11.4%
Q2 2013$899,00012,8680.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders