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

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VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

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Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$332,492
-5.1%
1,597
+0.3%
0.17%0.0%
Q2 2023$350,399
-21.9%
1,592
-25.2%
0.17%
-27.6%
Q1 2023$448,714
+3.8%
2,127
+0.3%
0.23%
+6.9%
Q4 2022$432,158
+8.9%
2,120
+0.5%
0.22%
-2.7%
Q3 2022$397,000
-14.1%
2,109
-10.0%
0.22%
-6.7%
Q2 2022$462,000
-20.3%
2,344
-3.9%
0.24%
-15.8%
Q1 2022$580,000
-6.3%
2,438
+0.3%
0.28%
-4.1%
Q4 2021$619,000
+4.0%
2,431
-3.3%
0.30%
-6.3%
Q3 2021$595,000
+16.0%
2,513
+16.3%
0.32%
+11.3%
Q2 2021$513,000
+7.5%
2,160
+0.3%
0.28%
-3.7%
Q1 2021$477,000
+23.9%
2,154
+15.6%
0.30%
+14.8%
Q4 2020$385,000
-7.0%
1,863
-20.6%
0.26%
-23.5%
Q3 2020$414,000
-5.5%
2,346
-12.3%
0.34%
-5.1%
Q2 2020$438,000
+24.4%
2,6750.0%0.35%
-1.9%
Q1 2020$352,000
-15.4%
2,675
+14.6%
0.36%
+7.4%
Q4 2019$416,000–2,334–0.34%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders