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

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 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$586,337
-7.0%
2,738
-0.3%
0.30%
-2.0%
Q2 2023$630,578
+9.1%
2,745
+2.8%
0.30%
+1.0%
Q1 2023$577,943
-4.1%
2,671
-11.1%
0.30%
-1.0%
Q4 2022$602,672
+1.3%
3,005
-1.4%
0.30%
-9.9%
Q3 2022$595,000
+0.2%
3,047
+1.0%
0.34%
+9.1%
Q2 2022$594,000
-19.8%
3,016
+0.9%
0.31%
-15.2%
Q1 2022$741,000
-16.3%
2,988
-4.8%
0.36%
-14.4%
Q4 2021$885,000
-1.0%
3,140
-1.6%
0.42%
-10.9%
Q3 2021$894,000
+5.7%
3,191
+9.3%
0.48%
+1.3%
Q2 2021$846,000
+5.6%
2,920
+0.1%
0.47%
-5.4%
Q1 2021$801,000
+6.5%
2,917
+3.8%
0.50%
-1.0%
Q4 2020$752,000
+38.2%
2,810
+11.1%
0.50%
+13.3%
Q3 2020$544,000
+1.9%
2,530
-5.5%
0.44%
+2.6%
Q2 2020$534,000
+32.8%
2,6770.0%0.43%
+4.6%
Q1 2020$402,000
-13.5%
2,677
+14.3%
0.41%
+9.9%
Q4 2019$465,0002,3420.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders