JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$83,531
-6.8%
3900.0%0.01%0.0%
Q2 2023$89,599
+6.2%
3900.0%0.01%0.0%
Q1 2023$84,400
+7.9%
3900.0%0.01%0.0%
Q4 2022$78,211
+28.2%
390
+24.2%
0.01%
+14.3%
Q3 2022$61,000
-1.6%
3140.0%0.01%0.0%
Q2 2022$62,000
-20.5%
3140.0%0.01%0.0%
Q1 2022$78,000
-11.4%
3140.0%0.01%
-12.5%
Q4 2021$88,000
-2.2%
314
-2.5%
0.01%
-11.1%
Q3 2021$90,000
+4400.0%
322
+3925.0%
0.01%
Q2 2021$2,0000.0%80.0%0.00%
Q1 2021$2,0000.0%80.0%0.00%
Q4 2020$2,000
-50.0%
8
-55.6%
0.00%
-100.0%
Q3 2020$4,000
-90.7%
18
-92.2%
0.00%
-90.9%
Q3 2018$43,0002300.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders