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

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

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Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$461,365
-3.8%
1,694
-0.1%
0.23%
+1.3%
Q2 2023$479,508
+13.5%
1,695
+0.1%
0.23%
+5.0%
Q1 2023$422,532
+1.8%
1,694
-13.0%
0.22%
+5.3%
Q4 2022$415,113
-0.2%
1,948
+0.1%
0.21%
-11.1%
Q3 2022$416,000
-4.1%
1,946
+0.1%
0.23%
+4.5%
Q2 2022$434,000
-28.0%
1,945
-7.3%
0.22%
-24.1%
Q1 2022$603,000
-14.5%
2,098
-4.5%
0.30%
-12.5%
Q4 2021$705,000
+10.7%
2,198
+0.0%
0.34%
-0.3%
Q3 2021$637,000
+3.1%
2,197
+1.9%
0.34%
-1.5%
Q2 2021$618,000
+26.1%
2,155
+13.0%
0.34%
+13.2%
Q1 2021$490,000
-0.4%
1,907
-1.7%
0.30%
-7.6%
Q4 2020$492,000
+12.8%
1,940
+1.4%
0.33%
-7.3%
Q3 2020$436,000
+9.5%
1,914
-2.8%
0.35%
+10.3%
Q2 2020$398,000
+29.2%
1,969
+0.1%
0.32%
+1.6%
Q1 2020$308,000
-23.0%
1,967
-10.4%
0.32%
-2.2%
Q4 2019$400,000–2,196–0.32%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Cable Hill Partners, LLC 363,655$38,966,00029.83%
Permanens Capital L.P. 244,786$25,607,00025.23%
INR ADVISORY SERVICES LLC 1,033,330$108,097,00019.01%
VISTA CAPITAL PARTNERS, INC. 534,436$55,907,00017.30%
Edelman Financial Services, LLC 10,260,112$1,073,310,00016.74%
IBBOTSON ASSOCIATES INC 184,456$19,296,00014.90%
Waverly Advisors, LLC 279,887$29,279,00014.81%
INSPIRION WEALTH ADVISORS, LLC 175,172$18,325,00014.75%
Financial Planning & Information Services, Inc. 189,900$19,865,00012.81%
Noven Financial Group, Inc. 167,726$17,546,00012.64%
View complete list of VANGUARD INDEX FDS shareholders