JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 619 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 2.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2018
NameSharesValueWeighting ↓
Marotta Asset Management 134,058$24,126,3835.18%
BancFirst Trust & Investment Management 58,403$10,625,8414.84%
Symmetry Partners, LLC 494,803$89,1784.82%
Bromfield Sneider Wealth Advisors 24,085$4,334,4982.93%
General Partner, Inc. 18,900$3,399,5292.86%
Arden Trust Co 76,312$13,733,8712.02%
Dentgroup LLC 7,048$1,268,3551.13%
BALDWIN BROTHERS LLC/MA 78,831$14,187,3041.12%
Apella Capital, LLC 99,237$17,381,4460.97%
CGN Advisors LLC 27,809$5,004,7440.69%
View complete list of VANGUARD INDEX FDS shareholders