TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$224,700
-3.5%
5720.0%0.11%
+1.8%
Q2 2023$232,825
+8.3%
5720.0%0.11%0.0%
Q1 2023$214,983
+7.1%
572
+0.2%
0.11%
+9.9%
Q4 2022$200,654
-9.6%
571
-15.4%
0.10%
-19.2%
Q3 2022$222,000
-3.1%
675
+2.4%
0.12%
+5.9%
Q2 2022$229,000
-16.4%
6590.0%0.12%
-11.9%
Q1 2022$274,000
-4.9%
6590.0%0.13%
-2.9%
Q4 2021$288,000
-19.6%
659
-27.4%
0.14%
-27.4%
Q3 2021$358,000
+17.4%
908
+17.2%
0.19%
+12.4%
Q2 2021$305,000
+8.2%
7750.0%0.17%
-3.4%
Q1 2021$282,000
+6.0%
7750.0%0.18%
-1.1%
Q4 2020$266,0000.0%775
-10.4%
0.18%
-18.1%
Q3 2020$266,000
+8.6%
8650.0%0.22%
+9.1%
Q2 2020$245,000
+19.5%
8650.0%0.20%
-5.7%
Q1 2020$205,000
-31.2%
865
-14.0%
0.21%
-12.5%
Q4 2019$298,0001,0060.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders