Castle Rock Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 577 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$292,213
-4.5%
2,069
+0.2%
0.10%
-6.7%
Q2 2023$305,994
+8.8%
2,065
+0.1%
0.10%
+5.0%
Q1 2023$281,225
-5.7%
2,062
+0.1%
0.10%
-24.8%
Q4 2022$298,208
+8.0%
2,059
-4.4%
0.13%
-4.3%
Q3 2022$276,000
-6.1%
2,154
+0.1%
0.14%
-7.3%
Q2 2022$294,000
-15.8%
2,151
+0.1%
0.15%
-6.8%
Q1 2022$349,000
-5.9%
2,149
-7.3%
0.16%
+6.6%
Q4 2021$371,000
-29.7%
2,318
-12.2%
0.15%
-16.6%
Q3 2021$528,000
+6.7%
2,639
+0.0%
0.18%
-0.5%
Q2 2021$495,000
+3.3%
2,638
+0.1%
0.18%
-5.7%
Q1 2021$479,000
+12.7%
2,636
+9.5%
0.19%
+9.0%
Q4 2020$425,000
+80.9%
2,408
+30.8%
0.18%
+28.3%
Q2 2020$235,000
-25.9%
1,841
-24.4%
0.14%
-51.7%
Q4 2019$317,000
+7.8%
2,436
+0.2%
0.29%
-6.2%
Q3 2019$294,0002,4300.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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