Tower View Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,190
-14.1%
14,894
-7.9%
2.24%
-11.1%
Q2 2023$3,715
+0.0%
16,169
-5.8%
2.52%
+0.9%
Q1 2023$3,714
+6.4%
17,163
-1.4%
2.50%
+2.9%
Q4 2022$3,490
-99.9%
17,404
+0.4%
2.43%
-5.7%
Q3 2022$3,383,000
-0.8%
17,337
+0.2%
2.57%
+2.7%
Q2 2022$3,409,000
-21.4%
17,300
-1.1%
2.50%
+7.3%
Q1 2022$4,339,000
-8.1%
17,488
+4.4%
2.33%
-3.0%
Q4 2021$4,721,000
+0.6%
16,754
+0.0%
2.40%
-7.6%
Q3 2021$4,692,000
-3.0%
16,748
+0.3%
2.60%
+6.3%
Q2 2021$4,837,000
+5.6%
16,692
+0.1%
2.45%
-2.3%
Q1 2021$4,581,000
+1.4%
16,679
-1.2%
2.51%
-2.3%
Q4 2020$4,517,000
+27.0%
16,877
+2.0%
2.57%
+10.9%
Q3 2020$3,556,000
+1.5%
16,543
-5.7%
2.32%
-9.6%
Q2 2020$3,503,000
-10.2%
17,552
-32.4%
2.56%
-27.2%
Q1 2020$3,902,000
-16.6%
25,958
+10.2%
3.52%
-0.6%
Q4 2019$4,679,000
+8.3%
23,549
-0.8%
3.54%
-0.6%
Q3 2019$4,321,000
-0.3%
23,739
+2.0%
3.57%
-3.6%
Q2 2019$4,334,000
+42.2%
23,273
+37.3%
3.70%
+36.8%
Q1 2019$3,047,000
+18.5%
16,954
-0.7%
2.70%
+1.7%
Q4 2018$2,572,000
-20.7%
17,078
-1.4%
2.66%
-6.2%
Q3 2018$3,244,000
+15.9%
17,320
+1.5%
2.84%
+1.4%
Q1 2018$2,798,000
+4.3%
17,066
+2.3%
2.80%
+13.1%
Q4 2017$2,683,00016,6822.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders