JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$207,484
+67.0%
996
+76.6%
0.02%
+81.8%
Q2 2023$124,213
+128.7%
564
+119.5%
0.01%
+120.0%
Q1 2023$54,308
+3.7%
2570.0%0.01%0.0%
Q4 2022$52,363
+6.9%
257
-1.2%
0.01%0.0%
Q3 2022$49,000
+25.6%
260
+30.7%
0.01%
+25.0%
Q2 2022$39,000
-20.4%
199
-3.9%
0.00%
-20.0%
Q1 2022$49,000
+226.7%
207
+263.2%
0.01%
+400.0%
Q4 2021$15,000
-34.8%
57
-41.2%
0.00%
-50.0%
Q3 2021$23,000
-14.8%
97
-41.2%
0.00%
-71.4%
Q3 2018$27,000
+3.8%
1650.0%0.01%0.0%
Q2 2018$26,000
+4.0%
1650.0%0.01%0.0%
Q1 2018$25,000
-3.8%
1650.0%0.01%
+16.7%
Q4 2017$26,000
+8.3%
1650.0%0.01%0.0%
Q3 2017$24,0000.0%1650.0%0.01%
-14.3%
Q2 2017$24,0001650.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders