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

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,584
-5.3%
350.0%0.00%0.0%
Q2 2023$4,843
+3.2%
350.0%0.00%0.0%
Q1 2023$4,692
-0.9%
350.0%0.00%0.0%
Q4 2022$4,733
+18.3%
350.0%0.00%0.0%
Q3 2022$4,000
-20.0%
350.0%0.00%
-33.3%
Q2 2022$5,0000.0%350.0%0.00%
+50.0%
Q1 2022$5,0000.0%350.0%0.00%0.0%
Q4 2021$5,0000.0%350.0%0.00%
-33.3%
Q3 2021$5,0000.0%350.0%0.00%0.0%
Q2 2021$5,0000.0%350.0%0.00%0.0%
Q1 2021$5,000
+25.0%
350.0%0.00%0.0%
Q4 2020$4,000
+33.3%
35
+34.6%
0.00%
+50.0%
Q3 2020$3,000
+50.0%
260.0%0.00%0.0%
Q2 2020$2,0000.0%260.0%0.00%0.0%
Q1 2020$2,000
-33.3%
260.0%0.00%0.0%
Q4 2019$3,000260.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders