VBK — VANGUARD INDEX FDS

Ownership history in TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV  ·  25 quarters on record

AI Ownership Summary

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported VANGUARD INDEX FDS (VBK) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.46% in 2025 Q1. The latest visible filing shows VBK at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VBK was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VBK stock page TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV fund profile TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV full holdings
How TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held VBK — position size vs. price
% of Fund (quarterly)    VBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,332 -211 -3.2% 0.67% $1.9M 2026-02-14 (Est.) $314.71
2025 Q3 REDUCED 6,543 -2,151 -24.7% 0.69% $1.9M 2025-10-16 $300.80
2025 Q2 REDUCED 8,694 -6,345 -42.2% 0.87% $2.4M 2025-07-16 $278.86
2025 Q1 ADDED 15,039 +3,869 +34.6% 1.46% $3.8M 2025-04-21 $229.10
2024 Q4 ADDED 11,170 +3,118 +38.7% 1.14% $3.1M 2025-02-06 $291.66
2024 Q3 ADDED 8,052 +4,915 +156.7% 0.80% $2.2M 2024-10-21 $269.18
2024 Q2 ADDED 3,137 +135 +4.5% 0.30% $785K 2024-07-25 $253.73
2024 Q1 REDUCED 3,002 -28 -0.9% 0.31% $783K 2024-04-29 $244.31
2023 Q4 ADDED 3,030 +292 +10.7% 0.33% $733K 2024-02-01 $235.73
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VBK

As of 2026 Q1 — sorted by position size

Gladwyn Financial Advisors, Inc. 7.62% Cohen Klingenstein LLC 3Y 7Y 6.47% Forbes Financial Planning, Inc. 3Y 5.22% Whitaker-Myers Wealth Managers, LTD. 3Y 4.54% Veery Capital, LLC 3Y 3.81% STEPHEN J. GARRY & ASSOCIATES, LLC 3.75% FC Advisory LLC 3Y 7Y 3.74% Towerpoint Wealth, LLC 3Y 7Y 3.57% Clayton Financial Group LLC 3.34% RS CRUM INC. 3Y 3.21%

FAQ About TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV and VBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported owning VBK?

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported VBK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VBK position in TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's portfolio?

The largest reported portfolio weight for VBK was 1.46% in 2025 Q1.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2025 Q4, when TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported 6,332 shares, equal to 0.67% of portfolio, with an estimated market value of $1.9M.

What does the chart on this VBK ownership page compare?

The chart compares TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's quarterly VBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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