Castle Rock Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 612 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.89 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 Q3 2021
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders