JFS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,698,204
-5.4%
31,534
-1.9%
0.63%
-0.8%
Q2 2023$7,081,192
+6.3%
32,146
-1.5%
0.64%
+1.4%
Q1 2023$6,659,683
+8.9%
32,630
+2.0%
0.63%
+5.0%
Q4 2022$6,114,293
+62.1%
31,980
+52.1%
0.60%
+44.4%
Q3 2022$3,773,000
-4.4%
21,022
+0.5%
0.41%
-0.7%
Q2 2022$3,946,000
-22.4%
20,920
-6.3%
0.42%
-13.1%
Q1 2022$5,084,000
-4.8%
22,328
+0.9%
0.48%
-4.6%
Q4 2021$5,340,000
+11.2%
22,119
+2.3%
0.50%
+2.0%
Q3 2021$4,802,000
-4.8%
21,625
-4.4%
0.49%
-34.5%
Q2 2021$5,042,000
+15.3%
22,630
+6.9%
0.75%
-15.6%
Q1 2021$4,374,000
+14.7%
21,160
+8.0%
0.89%
+11.4%
Q4 2020$3,814,000
+32.3%
19,595
+15.7%
0.80%
+16.9%
Q3 2020$2,883,000
+27.2%
16,929
+16.9%
0.68%
+16.5%
Q2 2020$2,267,000
+8.0%
14,481
-11.1%
0.59%
-6.7%
Q1 2020$2,100,000
+14.2%
16,291
+45.0%
0.63%
+39.1%
Q4 2019$1,839,000
+8.6%
11,237
+0.2%
0.45%
+4.9%
Q3 2019$1,693,000
-0.1%
11,213
-0.7%
0.43%
+0.7%
Q2 2019$1,694,000
+7.1%
11,287
+3.3%
0.43%
+4.1%
Q1 2019$1,581,000
+12.0%
10,923
-1.3%
0.41%
+9.0%
Q4 2018$1,412,000
-14.6%
11,065
+0.1%
0.38%
-11.3%
Q3 2018$1,654,000
+5.1%
11,050
-1.4%
0.43%
+2.9%
Q2 2018$1,574,000
+0.6%
11,206
-2.8%
0.41%
+0.2%
Q1 2018$1,565,000
-27.5%
11,530
-26.7%
0.41%
-21.9%
Q4 2017$2,160,000
-15.0%
15,738
-19.8%
0.53%
-19.4%
Q3 2017$2,540,000
-10.1%
19,614
-13.6%
0.66%
-15.5%
Q2 2017$2,825,000
-52.9%
22,698
-56.4%
0.78%
-52.2%
Q1 2017$6,000,0000.0%52,0330.0%1.62%0.0%
Q4 2016$6,000,000
-27.4%
52,033
-29.9%
1.62%
-31.2%
Q3 2016$8,265,000
-20.7%
74,239
-23.6%
2.36%
-18.0%
Q2 2016$10,420,000
-7.7%
97,234
-9.8%
2.88%
-13.5%
Q1 2016$11,294,000
+0.2%
107,746
-0.3%
3.33%
+2.5%
Q4 2015$11,275,000
+5.5%
108,099
-0.1%
3.25%
-31.0%
Q3 2015$10,685,000
-8.9%
108,232
-1.2%
4.70%
-21.9%
Q2 2015$11,729,000
-3.6%
109,597
-3.4%
6.02%
+5.5%
Q1 2015$12,168,000
+2.4%
113,454
+1.2%
5.71%
+202.1%
Q4 2014$11,888,000
+2.4%
112,151
-2.2%
1.89%
-6.9%
Q3 2014$11,606,000
-5.2%
114,637
-4.7%
2.03%
-9.5%
Q2 2014$12,247,000
-99.9%
120,345
-17.1%
2.24%
-71.4%
Q1 2014$14,158,047,000
+82262.1%
145,255
-18.9%
7.84%
+4.8%
Q4 2013$17,190,000
+5.0%
179,210
-4.0%
7.49%
-2.1%
Q3 2013$16,365,000
-99.9%
186,705
+0.1%
7.65%
-1.2%
Q2 2013$15,414,473,000186,4587.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders