Tower View Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$321
-11.8%
1,544
-6.6%
0.22%
-8.9%
Q2 2023$364
+2.5%
1,653
-1.7%
0.25%
+3.3%
Q1 2023$355
+4.1%
1,682
+0.4%
0.24%
+0.8%
Q4 2022$341
-99.9%
1,675
+0.5%
0.24%
-0.4%
Q3 2022$313,000
-4.9%
1,666
-0.3%
0.24%
-1.7%
Q2 2022$329,000
-16.9%
1,671
+0.3%
0.24%
+13.6%
Q1 2022$396,000
-6.4%
1,666
+0.3%
0.21%
-0.9%
Q4 2021$423,000
+9.3%
1,661
+1.6%
0.22%0.0%
Q3 2021$387,000
-3.0%
1,635
-2.7%
0.22%
+6.4%
Q2 2021$399,000
+7.0%
1,680
-0.3%
0.20%
-1.0%
Q1 2021$373,000
+7.2%
1,685
+0.2%
0.20%
+3.0%
Q4 2020$348,000
+18.4%
1,681
+0.8%
0.20%
+3.7%
Q3 2020$294,000
+7.7%
1,6670.0%0.19%
-4.5%
Q2 2020$273,000
-55.2%
1,667
-64.0%
0.20%
-63.6%
Q1 2020$610,000
-12.6%
4,632
+18.2%
0.55%
+4.0%
Q4 2019$698,000
+4.2%
3,920
-2.0%
0.53%
-4.3%
Q3 2019$670,000
+0.9%
3,998
+0.7%
0.55%
-2.5%
Q2 2019$664,000
+4.6%
3,972
+0.6%
0.57%
+0.7%
Q1 2019$635,000
+16.3%
3,949
-0.1%
0.56%
-0.2%
Q4 2018$546,000
-15.0%
3,951
+1.0%
0.56%
+0.5%
Q3 2018$642,000
+3.9%
3,913
-0.1%
0.56%
-3.8%
Q2 2018$618,000
+2.7%
3,918
+0.4%
0.58%
-3.2%
Q1 2018$602,000
-2.3%
3,904
-1.8%
0.60%
+6.0%
Q4 2017$616,0003,9770.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders