JNBA Financial Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 619 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 2.5%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,412,447
-6.0%
11,358
-2.5%
0.30%
-2.3%
Q2 2023$2,566,813
+5.1%
11,653
-2.6%
0.31%
-3.1%
Q1 2023$2,442,567
+5.7%
11,968
-1.0%
0.32%
-0.9%
Q4 2022$2,311,392
-14.2%
12,090
-19.5%
0.32%
-22.8%
Q3 2022$2,694,000
+16.3%
15,011
+22.2%
0.42%
+18.5%
Q2 2022$2,316,000
-17.6%
12,280
-0.5%
0.35%
-5.6%
Q1 2022$2,811,000
-8.0%
12,347
-2.4%
0.37%
-0.3%
Q4 2021$3,054,000
+6.3%
12,648
-2.3%
0.37%
-3.4%
Q3 2021$2,874,000
+0.2%
12,944
+0.5%
0.39%
-0.8%
Q2 2021$2,869,000
+10.3%
12,876
+2.3%
0.39%
+2.9%
Q1 2021$2,601,000
+7.5%
12,586
+1.2%
0.38%
-5.0%
Q4 2020$2,420,000
+8.7%
12,435
-4.9%
0.40%
-11.4%
Q3 2020$2,226,000
+8.8%
13,0730.0%0.45%
+2.3%
Q2 2020$2,046,000
+9.4%
13,073
-9.9%
0.44%
-2.2%
Q1 2020$1,871,000
-24.9%
14,512
-4.7%
0.45%
-5.5%
Q4 2019$2,492,000
+8.4%
15,2280.0%0.48%
+1.5%
Q3 2019$2,299,000
+0.6%
15,2280.0%0.47%
+0.4%
Q2 2019$2,286,000
+3.7%
15,2280.0%0.47%
-1.7%
Q1 2019$2,204,000
+8.7%
15,228
-4.2%
0.47%
+3.0%
Q4 2018$2,028,000
-33.6%
15,889
-22.2%
0.46%
-66.4%
Q3 2018$3,054,000
+2.3%
20,411
-4.0%
1.37%
+117.1%
Q2 2018$2,985,000
+3.3%
21,259
-0.2%
0.63%
+1.9%
Q1 2018$2,890,000
-2.7%
21,294
-1.6%
0.62%
-1.0%
Q4 2017$2,970,000
+3.1%
21,641
-2.7%
0.62%
-2.8%
Q3 2017$2,881,000
+3.8%
22,247
-0.2%
0.64%
+1.9%
Q2 2017$2,775,000
-1.5%
22,297
-4.0%
0.63%
-5.1%
Q1 2017$2,816,000
-7.1%
23,214
-11.7%
0.66%
-9.8%
Q4 2016$3,032,000
+598.6%
26,294
+574.6%
0.74%
+1069.8%
Q3 2016$434,000
-95.4%
3,898
-95.6%
0.06%
-97.6%
Q2 2016$9,476,000
+5.5%
88,430
+3.1%
2.65%
-18.1%
Q1 2016$8,986,000
-14.5%
85,731
-14.9%
3.23%
-19.7%
Q4 2015$10,512,000
+0.3%
100,784
-5.1%
4.03%
-9.8%
Q3 2015$10,485,000
-66.6%
106,214
-63.8%
4.46%
-62.5%
Q2 2015$31,418,000
-0.7%
293,571
-0.5%
11.91%
-2.2%
Q1 2015$31,655,000
+1.3%
295,150
+0.1%
12.18%
-3.3%
Q4 2014$31,243,000
+18.1%
294,741
+12.8%
12.59%
+4.9%
Q3 2014$26,465,000
+9.2%
261,409
+9.7%
12.00%
+2.1%
Q2 2014$24,245,000
+4.9%
238,231
+0.5%
11.75%
-3.4%
Q1 2014$23,107,000
+4.8%
237,070
+3.1%
12.17%
+0.8%
Q4 2013$22,051,000
+17.0%
229,890
+6.9%
12.08%
+2.8%
Q3 2013$18,843,000
+12.6%
214,975
+6.2%
11.75%
+2.2%
Q2 2013$16,736,000202,44811.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2014
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders