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

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
AMERICAN ECONOMIC PLANNING GROUP INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2019$108,782,000
-0.3%
719,460
-1.0%
29.66%
-9.9%
Q2 2019$109,114,000
-6.9%
726,994
-10.3%
32.91%
-10.1%
Q1 2019$117,235,000
+5.0%
810,136
-7.4%
36.61%
+1.4%
Q4 2018$111,640,000
-16.1%
874,716
-1.6%
36.11%
-23.5%
Q3 2018$132,998,000
+4.3%
888,728
-2.1%
47.18%
-0.1%
Q2 2018$127,538,000
+3.5%
908,196
+0.0%
47.22%
+4.8%
Q1 2018$123,256,000
-9.8%
908,165
-8.8%
45.06%
-10.4%
Q4 2017$136,599,000
+4.8%
995,255
-1.1%
50.31%
+2.5%
Q3 2017$130,395,000
+4.5%
1,006,756
+0.4%
49.09%
-0.1%
Q2 2017$124,797,000
+1.6%
1,002,786
-0.9%
49.14%
-0.5%
Q1 2017$122,820,000
+3.1%
1,012,367
-2.0%
49.38%
-3.1%
Q4 2016$119,092,000
+2.0%
1,032,712
-1.5%
50.97%
+8.7%
Q3 2016$116,740,000
+2.9%
1,048,591
-1.0%
46.88%
+2.6%
Q2 2016$113,487,000
-0.3%
1,059,040
-2.4%
45.71%
-0.7%
Q1 2016$113,792,000
+0.5%
1,085,590
-0.0%
46.05%
+5.1%
Q4 2015$113,245,000
+4.9%
1,085,764
-0.7%
43.80%
-7.5%
Q3 2015$107,926,000
-7.6%
1,093,256
+0.1%
47.38%
-1.4%
Q2 2015$116,838,000
-0.3%
1,091,736
-0.1%
48.04%
+8.1%
Q1 2015$117,245,000
+1.3%
1,093,195
+0.1%
44.46%
-0.3%
Q4 2014$115,762,000
+2.6%
1,092,094
-2.0%
44.58%
+0.8%
Q3 2014$112,856,000
-3.3%
1,114,733
-2.8%
44.23%
+3.3%
Q2 2014$116,725,000
+5.1%
1,146,945
+0.7%
42.81%
-1.4%
Q1 2014$111,061,000
+1.6%
1,139,437
-0.1%
43.43%
+9.4%
Q4 2013$109,362,000
+7.6%
1,140,138
-1.7%
39.68%
-4.8%
Q3 2013$101,681,000
+5.5%
1,160,077
-0.5%
41.68%
+13.6%
Q2 2013$96,414,0001,166,24936.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders