SEC 13F Intelligence

Tower View Wealth Management LLC / VBK

Tower View Wealth Management LLC’s Vanguard Index Fds Position

Does Tower View Wealth Management LLC own Vanguard Index Fds (VBK)? Yes — 10.0K shares worth $3M (+1.55% of its 13F portfolio) as of Q1 2026, up from 9.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.0K
% of Portfolio
+1.55%
Quarters Held
29
currently held

Position History VBK

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ1 ’20: $4MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.0K$3M+1.55%
Q4 20259.8K$3M+1.46%
Q3 202511.0K$3M+1.69%
Q2 202512.8K$4M+1.84%
Q1 202514.5K$4M+2.13%
Q4 202415.0K$4M+2.21%
Q3 202415.1K$4M+2.21%
Q2 202415.2K$4M+2.18%
Q1 202415.1K$4M+2.31%
Q4 202315.1K$4M+2.26%
Q3 202314.9K$3M+2.24%
Q2 202316.2K$4M+2.52%
Q1 202317.2K$4M+2.50%
Q4 202217.4K$3M+2.43%
Q3 202217.3K$3M+2.57%
Q2 202217.3K$3M+2.51%
Q1 202217.5K$4M+2.33%
Q4 202116.8K$5M+2.41%
Q3 202116.7K$5M+2.60%
Q2 202116.7K$5M+2.45%
Q1 202116.7K$5M+2.51%
Q4 202016.9K$5M+2.57%
Q3 202016.5K$4M+2.31%
Q2 202017.6K$4M+2.56%
Q1 202026.0K$4M+3.52%
Q4 201923.5K$5M+3.54%
Q3 201923.7K$4M+3.57%
Q2 201923.3K$4M+3.70%
Q1 201917.0K$3M+2.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of VBK.