JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders