JNBA Financial Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$36,205
-3.6%
2270.0%0.01%0.0%
Q2 2023$37,546
-14.6%
227
-18.1%
0.01%
-16.7%
Q1 2023$43,977
-24.5%
277
-24.5%
0.01%
-25.0%
Q4 2022$58,280
+10.0%
3670.0%0.01%0.0%
Q3 2022$53,000
-3.6%
3670.0%0.01%0.0%
Q2 2022$55,000
-15.4%
3670.0%0.01%
-11.1%
Q1 2022$65,000
-39.8%
367
-39.0%
0.01%
-30.8%
Q4 2021$108,000
+45.9%
602
+37.8%
0.01%
+30.0%
Q3 2021$74,000
-17.8%
437
-15.5%
0.01%
-16.7%
Q2 2021$90,000
+4.7%
5170.0%0.01%0.0%
Q1 2021$86,000
+75.5%
517
+50.7%
0.01%
+50.0%
Q4 2020$49,000
+44.1%
343
+11.7%
0.01%
+14.3%
Q3 2020$34,000
+3.0%
3070.0%0.01%0.0%
Q2 2020$33,000
+22.2%
3070.0%0.01%
+16.7%
Q1 2020$27,000
-62.0%
307
-40.4%
0.01%
-57.1%
Q4 2019$71,000
-11.2%
515
-16.5%
0.01%
-12.5%
Q3 2019$80,000
-1.2%
6170.0%0.02%
-5.9%
Q2 2019$81,000
+2.5%
6170.0%0.02%0.0%
Q1 2019$79,000
-30.1%
617
-37.5%
0.02%
-34.6%
Q4 2018$113,000
-50.9%
987
-40.1%
0.03%
-74.8%
Q3 2018$230,000
+100.0%
1,648
+94.6%
0.10%
+329.2%
Q2 2018$115,000
+4.5%
8470.0%0.02%0.0%
Q1 2018$110,000
-6.0%
847
-3.9%
0.02%
-4.0%
Q4 2017$117,000
-4.9%
881
-8.1%
0.02%
-7.4%
Q3 2017$123,000
-54.8%
959
-56.6%
0.03%
-56.5%
Q2 2017$272,0000.0%2,2110.0%0.06%
-3.1%
Q1 2017$272,000
+0.4%
2,211
-1.4%
0.06%
-3.0%
Q4 2016$271,000
+55.7%
2,243
+42.4%
0.07%
+164.0%
Q3 2016$174,000
-7.0%
1,575
-11.4%
0.02%
-51.9%
Q2 2016$187,000
+4.5%
1,778
+1.4%
0.05%
-18.8%
Q1 2016$179,000
+4.1%
1,753
+0.8%
0.06%
-3.0%
Q4 2015$172,000
+493.1%
1,739
+472.0%
0.07%
+450.0%
Q3 2015$29,000
+38.1%
304
+54.3%
0.01%
+50.0%
Q2 2015$21,000
-4.5%
1970.0%0.01%0.0%
Q1 2015$22,000
+4.8%
1970.0%0.01%0.0%
Q4 2014$21,000
+5.0%
1970.0%0.01%
-11.1%
Q3 2014$20,000
-35.5%
197
-33.4%
0.01%
-40.0%
Q2 2014$31,000
+3.3%
2960.0%0.02%
-6.2%
Q1 2014$30,000
+3.4%
2960.0%0.02%0.0%
Q4 2013$29,000
+7.4%
2960.0%0.02%
-5.9%
Q3 2013$27,000
+8.0%
2960.0%0.02%0.0%
Q2 2013$25,0002960.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders