Jackson, Grant Investment Advisers, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$168,252
-3.0%
1,055
+0.6%
0.08%0.0%
Q2 2023$173,527
+4.8%
1,049
+0.6%
0.08%
+3.8%
Q1 2023$165,644
+0.6%
1,043
+0.6%
0.08%
-2.5%
Q4 2022$164,731
+11.3%
1,037
+0.7%
0.08%
+3.9%
Q3 2022$148,000
-3.9%
1,030
+0.5%
0.08%
+1.3%
Q2 2022$154,000
-14.0%
1,025
+0.5%
0.08%
+1.3%
Q1 2022$179,000
+4.7%
1,020
+1.0%
0.08%
-1.3%
Q3 2021$171,000
-2.3%
1,010
+0.4%
0.08%
-1.3%
Q2 2021$175,000
+5.4%
1,006
+0.4%
0.08%
+1.3%
Q1 2021$166,000
+16.9%
1,002
+0.4%
0.08%
+5.6%
Q4 2020$142,000
+29.1%
998
+0.6%
0.07%
+9.1%
Q3 2020$110,000
+4.8%
992
+1.0%
0.07%
-1.5%
Q2 2020$105,000
+20.7%
9820.0%0.07%
+4.7%
Q1 2020$87,000
-35.1%
982
+0.4%
0.06%
-12.3%
Q4 2019$134,000
+7.2%
978
+0.7%
0.07%
+2.8%
Q3 2019$125,000
-0.8%
971
+0.9%
0.07%
-2.7%
Q2 2019$126,000
+2.4%
962
+0.4%
0.07%
-1.4%
Q1 2019$123,000
+12.8%
9580.0%0.07%
-3.9%
Q4 2018$109,000
-17.4%
958
+1.4%
0.08%
-7.2%
Q3 2018$132,000
+3.1%
9450.0%0.08%
-5.7%
Q2 2018$128,000
+4.9%
945
+0.3%
0.09%
+3.5%
Q1 2018$122,000
-1.6%
942
+0.4%
0.08%
+1.2%
Q4 2017$124,000
+5.1%
938
+1.2%
0.08%
-1.2%
Q3 2017$118,000
+3.5%
927
+0.3%
0.08%
-3.4%
Q2 2017$114,000
+0.9%
924
+0.4%
0.09%
-3.3%
Q1 2017$113,000
+1.8%
920
+0.7%
0.09%
-3.2%
Q4 2016$111,000
+9.9%
9140.0%0.09%
+11.9%
Q3 2016$101,000
+5.2%
914
+0.6%
0.08%
-1.2%
Q2 2016$96,000
+4.3%
909
+0.3%
0.08%
+1.2%
Q1 2016$92,000
+3.4%
906
+1.1%
0.08%
-1.2%
Q4 2015$89,0008960.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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