Jackson Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 732 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 2.4%.

Quarter-by-quarter ownership
Jackson Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$544,000
-3.5%
2,5590.0%0.08%
-6.0%
Q2 2023$564,000
+8.0%
2,5590.0%0.08%
-78.9%
Q1 2023$522,292
+13.8%
2,5590.0%0.39%
+336.7%
Q3 2022$459,000
-21.3%
2,5590.0%0.09%
+11.1%
Q1 2022$583,000
-87.5%
2,559
-86.8%
0.08%
-86.3%
Q4 2021$4,672,000
+10056.5%
19,351
+2.5%
0.59%
+6.1%
Q3 2021$46,000
-91.9%
18,870
+637.4%
0.56%
+673.6%
Q2 2021$570,000
+7.5%
2,559
-0.2%
0.07%
-8.9%
Q1 2021$530,000
+6.2%
2,5640.0%0.08%
+16.2%
Q4 2020$499,000
+14.2%
2,5640.0%0.07%
+4.6%
Q3 2020$437,000
+9.0%
2,5640.0%0.06%
-8.5%
Q2 2020$401,000
+5.5%
2,5640.0%0.07%
-10.1%
Q1 2020$380,000
-77.1%
2,564
-74.1%
0.08%
-71.3%
Q4 2019$1,660,000
+14.5%
9,912
+1.8%
0.28%
-9.5%
Q3 2019$1,450,000
-9.4%
9,741
-7.2%
0.30%
-12.6%
Q2 2019$1,601,000
+5.7%
10,495
+0.2%
0.35%
-5.9%
Q1 2019$1,515,000
+14.4%
10,471
-1.3%
0.37%
-6.6%
Q4 2018$1,324,000
-83.4%
10,609
-80.1%
0.40%
-76.4%
Q3 2018$7,986,000
+4.3%
53,362
+2.2%
1.68%
-5.8%
Q2 2018$7,655,000
-9.0%
52,207
-15.7%
1.78%
-24.1%
Q1 2018$8,408,000
-12.4%
61,916
-9.1%
2.35%
-3.5%
Q4 2017$9,596,000
-51.4%
68,081
-54.8%
2.43%
-54.5%
Q3 2017$19,748,000
+5.9%
150,476
+2.6%
5.35%
-9.4%
Q2 2017$18,641,000
+10.4%
146,725
+5.0%
5.90%
-3.2%
Q1 2017$16,890,000
+422.4%
139,727
+404.4%
6.10%
+383.4%
Q4 2016$3,233,000
+14.3%
27,701
+7.4%
1.26%
+17.8%
Q3 2016$2,829,000
+3.3%
25,787
+0.9%
1.07%
+5.1%
Q2 2016$2,738,000
+1.8%
25,554
-1.1%
1.02%
-1.7%
Q1 2016$2,689,000
-74.9%
25,851
-76.2%
1.04%
-75.5%
Q4 2015$10,701,000
-0.8%
108,553
-0.7%
4.23%
+9.4%
Q3 2015$10,792,000
-10.4%
109,314
-3.2%
3.87%
-5.1%
Q2 2015$12,050,000
+7.6%
112,899
+8.2%
4.08%
+13.1%
Q1 2015$11,196,000
+9.0%
104,389
+7.7%
3.61%
+7.6%
Q4 2014$10,272,00096,9053.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders