Towerpoint Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 530 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$7,068,891
-2.3%
28,261
+1.8%
3.53%
-2.9%
Q1 2024$7,236,770
+9.3%
27,757
+1.4%
3.64%
+0.8%
Q4 2023$6,618,068
+12.9%
27,373
+0.0%
3.61%
+3.6%
Q3 2023$5,861,842
-7.2%
27,369
-0.5%
3.48%
-2.3%
Q2 2023$6,319,652
+8.1%
27,508
+1.8%
3.56%
+6.4%
Q1 2023$5,845,307
+13.3%
27,010
+5.0%
3.35%
+12.5%
Q4 2022$5,157,926
+9.6%
25,720
+6.7%
2.98%
+4.9%
Q3 2022$4,706,000
-4.3%
24,115
-3.4%
2.84%
-3.4%
Q2 2022$4,918,000
-32.2%
24,959
-14.6%
2.94%
-18.4%
Q1 2022$7,252,000
-21.1%
29,227
-10.3%
3.60%
-17.2%
Q4 2021$9,186,000
-10.6%
32,600
-11.2%
4.35%
-15.1%
Q3 2021$10,280,000
-12.3%
36,693
-9.3%
5.12%
-12.1%
Q2 2021$11,724,000
+3.1%
40,458
-2.2%
5.82%
+6.8%
Q1 2021$11,368,000
-3.1%
41,389
-5.5%
5.45%
-7.0%
Q4 2020$11,727,000
+21.4%
43,811
-2.5%
5.86%
+9.3%
Q3 2020$9,659,000
+10.0%
44,940
+2.2%
5.37%
-1.8%
Q2 2020$8,781,000
+33.8%
43,994
+0.8%
5.47%
+5.2%
Q1 2020$6,562,000
-25.5%
43,657
-1.5%
5.20%
-10.7%
Q4 2019$8,810,000
+7.5%
44,340
-1.6%
5.82%
+4.5%
Q3 2019$8,199,000
-3.3%
45,040
+0.6%
5.57%
-6.4%
Q2 2019$8,483,000
+7.0%
44,771
+1.5%
5.95%
+7.4%
Q1 2019$7,929,000
+26.8%
44,116
+6.2%
5.54%
+10.4%
Q4 2018$6,253,000
-15.2%
41,525
+5.4%
5.01%
-18.2%
Q3 2018$7,378,000
+18.9%
39,389
+11.6%
6.13%
+5.0%
Q2 2018$6,206,000
+19.5%
35,299
+11.4%
5.83%
+1.3%
Q1 2018$5,194,000
+16.1%
31,682
+14.0%
5.76%
-2.7%
Q4 2017$4,472,00027,8035.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 53,956$15,204,00015.51%
Jentner Corp 81,506$22,968,00015.12%
Radnor Financial Advisors, LLC 149,728$42,192,00014.99%
BALASA DINVERNO & FOLTZ LLC 489,821$138,027,0008.89%
BHK Investment Advisors, LLC 76,407$21,531,0008.49%
Summit Financial Strategies, Inc. 125,947$35,491,0006.85%
Bishop & Co Investment Management, LLC 54,119$15,250,0006.31%
CHOREO, LLC 453,966$127,923,0006.25%
New Millennium Group LLC 28,200$7,946,0006.04%
Mosaic Family Wealth, LLC 82,054$23,122,0006.02%
View complete list of VANGUARD INDEX FDS shareholders