Jacobi Capital Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$976,874
-5.6%
6,125
-2.1%
0.11%
-5.2%
Q2 2023$1,034,915
+3.6%
6,257
-0.6%
0.12%
-2.5%
Q1 2023$999,249
-1.5%
6,294
-1.4%
0.12%
-6.3%
Q4 2022$1,013,994
+8.0%
6,385
-2.5%
0.13%
-1.6%
Q3 2022$939,000
-2.6%
6,550
+1.8%
0.13%
+0.8%
Q2 2022$964,000
+20.0%
6,435
+41.1%
0.13%
+33.3%
Q1 2022$803,000
+2.3%
4,562
+4.0%
0.10%
+2.1%
Q4 2021$785,000
+14.8%
4,387
+8.6%
0.09%
+8.0%
Q3 2021$684,000
-0.6%
4,038
+1.8%
0.09%
-4.4%
Q2 2021$688,000
+11.7%
3,965
+6.6%
0.09%0.0%
Q1 2021$616,000
+111.7%
3,720
+81.6%
0.09%
+97.8%
Q4 2020$291,000
+32.9%
2,048
+3.2%
0.05%
+21.1%
Q3 2020$219,000
+90.4%
1,984
+85.1%
0.04%
+72.7%
Q2 2020$115,000
+945.5%
1,072
+793.3%
0.02%
+1000.0%
Q1 2020$11,000
-57.7%
120
-37.2%
0.00%
-60.0%
Q4 2019$26,000
+8.3%
191
+0.5%
0.01%0.0%
Q3 2019$24,000
+14.3%
190
+18.8%
0.01%
+25.0%
Q2 2019$21,0000.0%160
+0.6%
0.00%
-20.0%
Q1 2019$21,000
+16.7%
1590.0%0.01%0.0%
Q4 2018$18,0000.0%159
+23.3%
0.01%0.0%
Q3 2018$18,000
-28.0%
129
-31.0%
0.01%
-28.6%
Q2 2018$25,000
+212.5%
187
+211.7%
0.01%
+250.0%
Q1 2018$8,0000.0%600.0%0.00%
-33.3%
Q4 2017$8,000
+100.0%
60
+100.0%
0.00%
+200.0%
Q3 2017$4,000
+100.0%
30
+76.5%
0.00%0.0%
Q3 2016$2,000170.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders