Tower View Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

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 Q3 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 101,837$15,242,00015.29%
STEPHENS GROUP ASSET MANAGEMENT, LLC 892,916$133,643,00013.41%
Dougherty Wealth Advisers LLC 58,270$8,721,00013.16%
Eagle Strategies LLC 180,949$27,083,00010.58%
Waverly Advisors, LLC 815,938$122,121,00010.33%
BHK Investment Advisors, LLC 154,596$23,138,0009.68%
Amtrust Financial Services, Inc. 147,000$22,001,0008.04%
Trust Co 273,567$40,944,0007.99%
INSPIRION WEALTH ADVISORS, LLC 245,248$36,706,0007.51%
Marotta Asset Management 214,445$32,095,983,0007.46%
View complete list of VANGUARD INDEX FDS shareholders