Tower View Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$304
-4.4%
1,609
+0.5%
0.21%
-0.9%
Q2 2023$318
-29.5%
1,601
-32.8%
0.22%
-28.7%
Q1 2023$451
+13.9%
2,381
+10.3%
0.30%
+10.2%
Q4 2022$396
-99.9%
2,159
+12.6%
0.28%
+10.4%
Q3 2022$328,000
+3.5%
1,918
+6.6%
0.25%
+6.9%
Q2 2022$317,000
+1.6%
1,799
+22.5%
0.23%
+38.7%
Q1 2022$312,000
+69.6%
1,468
+79.9%
0.17%
+78.7%
Q4 2021$184,000
+17.2%
816
+13.6%
0.09%
+8.0%
Q3 2021$157,000
-5.4%
718
-2.4%
0.09%
+3.6%
Q2 2021$166,000
+5.7%
736
+0.3%
0.08%
-2.3%
Q1 2021$157,000
-3.7%
734
-12.1%
0.09%
-7.5%
Q4 2020$163,000
+45.5%
835
+15.0%
0.09%
+27.4%
Q3 2020$112,000
+5.7%
7260.0%0.07%
-6.4%
Q2 2020$106,000
-91.7%
726
-93.4%
0.08%
-93.2%
Q1 2020$1,279,000
-31.1%
11,079
-1.1%
1.15%
-17.9%
Q4 2019$1,855,000
+13.0%
11,201
+5.0%
1.40%
+3.8%
Q3 2019$1,641,000
-0.1%
10,665
+1.7%
1.35%
-3.4%
Q2 2019$1,642,000
+0.3%
10,483
-2.1%
1.40%
-3.6%
Q1 2019$1,637,000
+15.9%
10,713
+0.1%
1.45%
-0.5%
Q4 2018$1,413,000
-18.6%
10,706
+0.3%
1.46%
-3.7%
Q3 2018$1,735,000
+4.4%
10,670
-0.0%
1.52%
-3.3%
Q2 2018$1,662,000
+6.1%
10,674
+0.2%
1.57%
+0.2%
Q1 2018$1,566,000
-4.6%
10,658
-4.1%
1.56%
+3.4%
Q4 2017$1,642,00011,1111.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders