Tower View Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$60.0%460.0%0.00%0.0%
Q2 2023$60.0%460.0%0.00%0.0%
Q1 2023$60.0%460.0%0.00%0.0%
Q4 2022$6
-99.9%
460.0%0.00%
-20.0%
Q3 2022$6,0000.0%460.0%0.01%
+25.0%
Q2 2022$6,000
+50.0%
46
+27.8%
0.00%
+33.3%
Q4 2019$4,0000.0%36
-5.3%
0.00%0.0%
Q3 2019$4,0000.0%380.0%0.00%0.0%
Q2 2019$4,0000.0%38
+2.7%
0.00%
-25.0%
Q1 2019$4,0000.0%370.0%0.00%0.0%
Q4 2018$4,0000.0%370.0%0.00%
+33.3%
Q3 2018$4,0000.0%370.0%0.00%
-25.0%
Q2 2018$4,0000.0%370.0%0.00%0.0%
Q1 2018$4,0000.0%37
+2.8%
0.00%0.0%
Q4 2017$4,000360.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders