Tower View Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$106
-7.0%
500
-3.7%
0.07%
-3.9%
Q2 2023$114
+7.5%
519
+0.4%
0.08%
+8.5%
Q1 2023$106
+35.9%
517
+0.4%
0.07%
+31.5%
Q4 2022$78
-99.9%
515
+0.4%
0.05%
-22.9%
Q3 2022$92,000
-4.2%
513
+0.6%
0.07%
-1.4%
Q2 2022$96,000
-17.2%
510
+0.4%
0.07%
+14.5%
Q1 2022$116,000
-4.9%
508
+0.2%
0.06%0.0%
Q4 2021$122,000
+8.9%
507
+0.4%
0.06%0.0%
Q3 2021$112,0000.0%505
+0.4%
0.06%
+8.8%
Q2 2021$112,000
+7.7%
503
+0.2%
0.06%0.0%
Q1 2021$104,000
-3.7%
502
-9.5%
0.06%
-6.6%
Q4 2020$108,000
+14.9%
555
+0.7%
0.06%0.0%
Q3 2020$94,000
+9.3%
5510.0%0.06%
-3.2%
Q2 2020$86,000
+21.1%
551
+0.4%
0.06%
-1.6%
Q1 2020$71,000
-27.6%
549
-7.9%
0.06%
-13.5%
Q4 2019$98,000
+8.9%
596
+0.5%
0.07%0.0%
Q3 2019$90,000
+1.1%
593
+0.5%
0.07%
-2.6%
Q2 2019$89,000
+4.7%
590
+0.3%
0.08%
+1.3%
Q1 2019$85,000
+13.3%
588
+0.5%
0.08%
-2.6%
Q4 2018$75,000
-13.8%
585
+1.0%
0.08%
+1.3%
Q3 2018$87,000
+7.4%
5790.0%0.08%0.0%
Q2 2018$81,000
+3.8%
579
+0.5%
0.08%
-2.6%
Q1 2018$78,000
-1.3%
576
+0.3%
0.08%
+6.8%
Q4 2017$79,0005740.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders