Jacobi Capital Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$620,300
-7.4%
2,896
-0.7%
0.07%
-6.7%
Q2 2023$669,786
+9.3%
2,915
+3.0%
0.08%
+2.7%
Q1 2023$612,683
+26.9%
2,831
+17.6%
0.07%
+21.7%
Q4 2022$482,940
-17.2%
2,408
-19.3%
0.06%
-25.0%
Q3 2022$583,000
-1.9%
2,985
-1.0%
0.08%
+1.3%
Q2 2022$594,000
+109.2%
3,016
+163.9%
0.08%
+132.4%
Q1 2022$284,000
+711.4%
1,143
+829.3%
0.03%
+750.0%
Q3 2021$35,000
+25.0%
123
+26.8%
0.00%0.0%
Q2 2021$28,000
+133.3%
97
+125.6%
0.00%
+100.0%
Q1 2021$12,000
+300.0%
43
+290.9%
0.00%
Q4 2020$3,000
+50.0%
110.0%0.00%
Q3 2020$2,0000.0%110.0%0.00%
Q2 2020$2,000
-93.5%
11
-93.0%
0.00%
-100.0%
Q4 2019$31,000
+6.9%
1580.0%0.01%0.0%
Q3 2019$29,0000.0%158
+0.6%
0.01%0.0%
Q2 2019$29,000
+3.6%
1570.0%0.01%
-14.3%
Q1 2019$28,000
-20.0%
157
-33.2%
0.01%
-30.0%
Q4 2018$35,000
-20.5%
235
+0.4%
0.01%
-16.7%
Q3 2018$44,000
-10.2%
234
-16.1%
0.01%
-14.3%
Q2 2018$49,000
+104.2%
279
+86.0%
0.01%
+100.0%
Q1 2018$24,000
-4.0%
1500.0%0.01%
-12.5%
Q4 2017$25,000
+525.0%
150
+500.0%
0.01%
+700.0%
Q3 2017$4,000250.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders