JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 381 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$228,183
-2.6%
9940.0%0.02%
-5.3%
Q1 2024$234,376
+7.4%
9940.0%0.02%0.0%
Q4 2023$218,253
+12.7%
9940.0%0.02%
+5.6%
Q3 2023$193,602
-5.3%
9940.0%0.02%0.0%
Q2 2023$204,536
+5.6%
9940.0%0.02%0.0%
Q1 2023$193,721
+8.4%
9940.0%0.02%
+5.9%
Q4 2022$178,681
+5.1%
9940.0%0.02%
-10.5%
Q3 2022$170,000
-2.3%
9940.0%0.02%
+5.6%
Q2 2022$174,000
-21.3%
9940.0%0.02%
-14.3%
Q1 2022$221,000
-12.6%
9940.0%0.02%
-12.5%
Q4 2021$253,000
+7.7%
9940.0%0.02%0.0%
Q3 2021$235,000
+7733.3%
994
+7000.0%
0.02%
Q2 2021$3,0000.0%140.0%0.00%
-100.0%
Q1 2021$3,0000.0%140.0%0.00%0.0%
Q4 2020$3,0000.0%140.0%0.00%0.0%
Q3 2020$3,000
-70.0%
14
-80.6%
0.00%
-66.7%
Q3 2018$10,000720.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Truepoint, Inc. 957,178$128,654,00011.58%
Bryn Mawr Capital Management, LLC 87,216$11,723,00010.28%
BHK Investment Advisors, LLC 74,143$9,966,0006.93%
Waverly Advisors, LLC 327,061$43,960,0006.84%
Arrow Investment Advisors, LLC 135,434$18,204,0005.94%
Money Design Co.,Ltd. 108,847$14,630,0005.33%
CABANA LLC 145,997$19,623,0005.12%
Community Financial Services Group, LLC 96,724$13,000,0004.65%
Foundations Investment Advisors, LLC 118,116$15,876,0004.23%
WoodTrust Financial Corp 58,404$7,850,0004.12%
View complete list of VANGUARD INDEX FDS shareholders