JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,114,207
-10.5%
14,726
-1.2%
0.10%
-6.2%
Q2 2023$1,245,164
+5.9%
14,901
+5.2%
0.11%
+0.9%
Q1 2023$1,175,882
-24.7%
14,160
-25.2%
0.11%
-27.5%
Q4 2022$1,562,315
+0.3%
18,942
-2.5%
0.15%
-10.5%
Q3 2022$1,557,000
-12.2%
19,418
-0.2%
0.17%
-8.6%
Q2 2022$1,773,000
-15.9%
19,460
+0.1%
0.19%
-6.0%
Q1 2022$2,107,000
-8.7%
19,444
-2.2%
0.20%
-8.7%
Q4 2021$2,307,000
+7.4%
19,886
-5.8%
0.22%
-1.4%
Q3 2021$2,149,000
+2.6%
21,117
+2.6%
0.22%
-29.4%
Q2 2021$2,095,000
-17.2%
20,584
-25.3%
0.31%
-39.3%
Q1 2021$2,530,000
+7.6%
27,545
-0.5%
0.52%
+4.5%
Q4 2020$2,352,000
+38.7%
27,695
+29.0%
0.49%
+22.6%
Q3 2020$1,696,000
-10.9%
21,474
-11.4%
0.40%
-18.3%
Q2 2020$1,903,000
+32.5%
24,230
+17.8%
0.49%
+14.4%
Q1 2020$1,436,000
-28.0%
20,562
-4.4%
0.43%
-12.2%
Q4 2019$1,995,000
-3.1%
21,498
-2.6%
0.49%
-6.5%
Q3 2019$2,059,000
+8.1%
22,075
+1.3%
0.52%
+8.9%
Q2 2019$1,905,000
-10.4%
21,792
-10.9%
0.48%
-13.2%
Q1 2019$2,127,000
+6.9%
24,469
-8.2%
0.56%
+4.1%
Q4 2018$1,989,000
-19.4%
26,667
-12.8%
0.53%
-16.1%
Q3 2018$2,468,000
-23.2%
30,589
-22.5%
0.64%
-24.9%
Q2 2018$3,214,000
+1.7%
39,462
-5.8%
0.85%
+1.4%
Q1 2018$3,161,000
-10.8%
41,881
-1.9%
0.83%
-3.9%
Q4 2017$3,543,000
+5.2%
42,694
+5.3%
0.87%
-0.2%
Q3 2017$3,368,000
+21.0%
40,537
+21.2%
0.87%
+13.9%
Q2 2017$2,783,000
+15.9%
33,440
+14.9%
0.76%
+17.5%
Q1 2017$2,402,0000.0%29,1070.0%0.65%0.0%
Q4 2016$2,402,000
-5.3%
29,107
-0.5%
0.65%
-10.3%
Q3 2016$2,537,000
+18.0%
29,245
+20.6%
0.72%
+22.1%
Q2 2016$2,150,000
+19.3%
24,245
+12.8%
0.59%
+11.9%
Q1 2016$1,802,000
+5.1%
21,499
-0.0%
0.53%
+7.5%
Q4 2015$1,715,000
+6.3%
21,507
+0.7%
0.49%
-30.4%
Q3 2015$1,613,00021,3470.71%
Q4 2014$000.00%
Q3 2014$000.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders