Castle Rock Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,481 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.17 and the average weighting 2.6%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$233,319
-3.1%
1,098
+0.4%
0.08%
-4.9%
Q2 2023$240,874
+8.4%
1,094
+0.5%
0.08%
+3.8%
Q1 2023$222,311
+0.9%
1,089
+0.4%
0.08%
-19.4%
Q4 2022$220,405
-9.7%
1,085
-20.0%
0.10%
-20.3%
Q3 2022$244,000
-7.2%
1,357
+0.4%
0.12%
-8.2%
Q2 2022$263,000
-12.9%
1,351
+0.4%
0.13%
-3.6%
Q1 2022$302,000
+2.0%
1,346
+0.4%
0.14%
+14.9%
Q4 2021$296,000
-8.6%
1,341
+0.3%
0.12%
+9.0%
Q3 2021$324,000
+6.2%
1,337
+0.4%
0.11%
-0.9%
Q2 2021$305,000
+7.0%
1,332
+0.3%
0.11%
-2.6%
Q1 2021$285,000
+7.1%
1,328
+0.3%
0.12%
+3.6%
Q4 2020$266,000
+20.9%
1,324
+0.8%
0.11%
-14.0%
Q2 2020$220,000
-14.4%
1,314
-12.8%
0.13%
-44.4%
Q4 2019$257,000
+26.0%
1,507
+15.7%
0.23%
+9.4%
Q3 2019$204,0001,3020.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 3,000,383$373,398,00051.68%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1,002,786$124,797,00049.14%
Summit Equities Inc 1,919,836$238,924,00048.95%
WEALTHCARE CAPITAL MANAGEMENT LLC 3,163,839$393,740,00044.87%
Gibson Capital, LLC 1,839,580$228,706,00040.14%
Smith & Howard Wealth Management, LLC 650,454$80,949,00038.62%
AEGON USA Investment Management, LLC 1,566,561$194,959,00037.94%
Boston Standard Wealth Management, LLC 409,160$51,043,000,00035.52%
Truepoint, Inc. 2,574,773$326,816,00032.84%
Cranberry Lake Advisors LLC 389,500$48,473,00032.34%
View complete list of VANGUARD INDEX FDS shareholders