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

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 523 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.25 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$287,730
-5.3%
1,477
+0.1%
0.14%0.0%
Q2 2023$303,707
+20.3%
1,476
+13.9%
0.14%
+10.7%
Q1 2023$252,515
-4.6%
1,296
-12.0%
0.13%
-1.5%
Q4 2022$264,794
+5.5%
1,473
+0.1%
0.13%
-5.7%
Q3 2022$251,000
-2.7%
1,471
+0.1%
0.14%
+6.0%
Q2 2022$258,000
-27.7%
1,469
-8.3%
0.13%
-24.0%
Q1 2022$357,000
-12.5%
1,602
+0.1%
0.18%
-10.3%
Q4 2021$408,000
+8.2%
1,601
+0.3%
0.20%
-2.5%
Q3 2021$377,000
+5.9%
1,597
+6.1%
0.20%
+1.5%
Q2 2021$356,000
+10.2%
1,505
+0.1%
0.20%
-1.5%
Q1 2021$323,000
+1.3%
1,5040.0%0.20%
-6.1%
Q4 2020$319,000
+96.9%
1,504
+67.5%
0.21%
+61.4%
Q3 2020$162,000
+0.6%
898
-7.9%
0.13%
+1.5%
Q2 2020$161,000
+18.4%
975
-9.3%
0.13%
-6.5%
Q1 2020$136,000
-34.9%
1,075
-18.1%
0.14%
-17.8%
Q4 2019$209,0001,3130.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders