Beacon Harbor Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 682 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Beacon Harbor Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,873
-34.3%
124,695
-31.8%
5.95%
-33.1%
Q2 2023$27,197
+3989.8%
182,737
+3755.2%
8.90%
+3737.1%
Q1 2023$665
+71.8%
4,740
+62.8%
0.23%
+75.8%
Q4 2022$387
-99.9%
2,912
+12.0%
0.13%
+10.0%
Q2 2022$341,000
-98.2%
2,601
-97.7%
0.12%
-98.0%
Q1 2022$18,742,000
-1.4%
113,136
+8.9%
6.12%
-2.7%
Q4 2021$19,000,000
-2.2%
103,906
-2.5%
6.29%
-8.7%
Q3 2021$19,432,000
-3.0%
106,557
+0.3%
6.89%
-4.2%
Q2 2021$20,026,000
-19.5%
106,189
-24.5%
7.19%
-27.6%
Q1 2021$24,873,000
+8.1%
140,599
+0.6%
9.92%
+5.6%
Q4 2020$23,018,000
+7277.6%
139,773
+5709.4%
9.39%
+6079.6%
Q3 2020$312,000
-2.5%
2,406
-11.2%
0.15%
-17.4%
Q2 2020$320,000
-97.2%
2,708
-97.9%
0.18%
-97.9%
Q1 2020$11,578,000
-28.3%
127,880
-0.2%
8.75%
-8.3%
Q4 2019$16,143,000
+11.0%
128,129
+2.8%
9.54%
+2.6%
Q3 2019$14,539,000
+4515.6%
124,580
+4592.3%
9.30%
+3118.0%
Q2 2019$315,0002,6550.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders