JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 446 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$72,826
-15.3%
399
-10.9%
0.01%
-14.3%
Q1 2024$85,963
+75.0%
448
+64.1%
0.01%
+75.0%
Q4 2023$49,132
+2.7%
273
-9.0%
0.00%
-20.0%
Q3 2023$47,847
+10.8%
300
+14.9%
0.01%
+25.0%
Q2 2023$43,170
+4.2%
2610.0%0.00%0.0%
Q1 2023$41,437
-0.0%
2610.0%0.00%0.0%
Q4 2022$41,447
+1972.4%
261
+1907.7%
0.00%
Q3 2022$2,0000.0%130.0%0.00%
Q2 2022$2,0000.0%130.0%0.00%
Q1 2022$2,000
-66.7%
13
-61.8%
0.00%
-100.0%
Q4 2021$6,000
+200.0%
34
+161.5%
0.00%
Q3 2021$2,0000.0%130.0%0.00%
Q2 2021$2,0000.0%130.0%0.00%
Q1 2021$2,0000.0%130.0%0.00%
Q4 2020$2,000
-33.3%
13
-48.0%
0.00%
-100.0%
Q3 2020$3,000
+50.0%
25
+66.7%
0.00%0.0%
Q1 2019$2,000
-87.5%
15
-89.5%
0.00%
-75.0%
Q4 2018$16,000
-75.8%
143
-69.8%
0.00%
-76.5%
Q3 2018$66,000
+175.0%
474
+167.8%
0.02%
+183.3%
Q2 2018$24,000
+4.3%
1770.0%0.01%0.0%
Q1 2018$23,000
-4.2%
1770.0%0.01%0.0%
Q4 2017$24,000
+4.3%
1770.0%0.01%0.0%
Q3 2017$23,000
+4.5%
1770.0%0.01%0.0%
Q2 2017$22,000
+4.8%
1770.0%0.01%0.0%
Q1 2017$21,0000.0%1770.0%0.01%0.0%
Q4 2016$21,000
-75.9%
177
-77.4%
0.01%
-76.0%
Q3 2016$87,000
+6.1%
782
+0.4%
0.02%
+8.7%
Q2 2016$82,000
+3.8%
779
+0.3%
0.02%0.0%
Q1 2016$79,0000.0%777
-3.5%
0.02%0.0%
Q4 2015$79,000
+2.6%
805
+1.5%
0.02%
-32.4%
Q3 2015$77,000
-10.5%
7930.0%0.03%
-22.7%
Q2 2015$86,000
-1.1%
7930.0%0.04%
+7.3%
Q1 2015$87,000
-1.1%
793
-4.6%
0.04%
+192.9%
Q4 2014$88,000
-37.6%
831
-41.3%
0.01%
-44.0%
Q3 2014$141,000
-8.4%
1,415
-2.7%
0.02%
-10.7%
Q2 2014$154,0001,4550.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders