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

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VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

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Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$416,485
-3.8%
2,611
-0.2%
0.21%
+1.4%
Q2 2023$432,714
+7.7%
2,616
+3.4%
0.21%
-0.5%
Q1 2023$401,731
-11.5%
2,530
-11.5%
0.21%
-8.8%
Q4 2022$453,983
+11.3%
2,859
+0.5%
0.23%
-0.9%
Q3 2022$408,000
-2.2%
2,844
+2.2%
0.23%
+7.0%
Q2 2022$417,000
-12.9%
2,783
+2.2%
0.22%
-8.1%
Q1 2022$479,000
-2.2%
2,723
-0.6%
0.23%0.0%
Q4 2021$490,000
+6.3%
2,740
+0.5%
0.23%
-4.5%
Q3 2021$461,000
+7.2%
2,727
+10.2%
0.24%
+2.9%
Q2 2021$430,000
+9.1%
2,474
+4.1%
0.24%
-2.5%
Q1 2021$394,000
+36.3%
2,377
+16.8%
0.24%
+26.4%
Q4 2020$289,000
+122.3%
2,035
+73.6%
0.19%
+82.1%
Q3 2020$130,000
+4.0%
1,172
+0.3%
0.11%
+5.0%
Q2 2020$125,000
+19.0%
1,169
-1.4%
0.10%
-6.5%
Q1 2020$105,000
-34.4%
1,186
+1.7%
0.11%
-16.3%
Q4 2019$160,000–1,166–0.13%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders