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

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.

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$160,0001,1660.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders