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

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

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$400,0002,1960.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders