Tower View Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

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 Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders