Towerpoint Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2022
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders