JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$666,980
-3.7%
5,093
+1.8%
0.06%
+1.6%
Q2 2023$692,593
+42.7%
5,005
+38.3%
0.06%
+34.8%
Q1 2023$485,334
-5.2%
3,620
-4.4%
0.05%
-8.0%
Q4 2022$511,883
+66.2%
3,785
+49.6%
0.05%
+47.1%
Q3 2022$308,000
-6.1%
2,5300.0%0.03%
-2.9%
Q2 2022$328,000
-13.5%
2,5300.0%0.04%
-2.8%
Q1 2022$379,000
-0.3%
2,5300.0%0.04%0.0%
Q4 2021$380,000
-5.5%
2,530
-12.2%
0.04%
-12.2%
Q3 2021$402,000
+9950.0%
2,880
+11420.0%
0.04%
+4000.0%
Q2 2021$4,000
+33.3%
250.0%0.00%0.0%
Q1 2021$3,0000.0%250.0%0.00%0.0%
Q4 2020$3,0000.0%250.0%0.00%0.0%
Q3 2020$3,000
-70.0%
25
-70.6%
0.00%
-66.7%
Q3 2018$10,000850.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders