Jacobi Capital Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$356,060
-5.3%
1,710
+0.1%
0.04%
-4.8%
Q2 2023$376,063
-4.2%
1,708
-8.2%
0.04%
-10.6%
Q1 2023$392,382
+32.4%
1,860
+27.8%
0.05%
+27.0%
Q4 2022$296,463
-22.6%
1,455
-28.6%
0.04%
-28.8%
Q3 2022$383,000
-4.2%
2,037
+0.2%
0.05%
-1.9%
Q2 2022$400,000
-19.2%
2,033
-2.3%
0.05%
-10.2%
Q1 2022$495,000
+3.3%
2,081
+10.8%
0.06%
+3.5%
Q4 2021$479,000
+11.7%
1,879
+3.6%
0.06%
+3.6%
Q3 2021$429,000
+3.6%
1,813
+3.9%
0.06%0.0%
Q2 2021$414,000
+28.2%
1,745
+19.6%
0.06%
+14.6%
Q1 2021$323,000
+28.2%
1,459
+19.9%
0.05%
+20.0%
Q4 2020$252,000
+46.5%
1,217
+24.6%
0.04%
+33.3%
Q3 2020$172,000
+12.4%
977
+4.8%
0.03%
+3.4%
Q2 2020$153,000
+41.7%
932
+13.7%
0.03%
+26.1%
Q1 2020$108,000
-22.9%
820
+4.1%
0.02%
-11.5%
Q4 2019$140,000
+9.4%
788
+3.5%
0.03%
+4.0%
Q3 2019$128,000
-7.2%
761
-8.0%
0.02%
-10.7%
Q2 2019$138,000
+1.5%
827
-2.0%
0.03%
-20.0%
Q1 2019$136,000
+16.2%
8440.0%0.04%
+9.4%
Q4 2018$117,000
+36.0%
844
+60.8%
0.03%
+39.1%
Q3 2018$86,000
+8.9%
525
+5.0%
0.02%0.0%
Q2 2018$79,000
+5.3%
500
+0.4%
0.02%
+4.5%
Q1 2018$75,000
-5.1%
498
+0.2%
0.02%
-15.4%
Q4 2017$79,000
+16.2%
497
+8.0%
0.03%
+13.0%
Q3 2017$68,000
-2.9%
460
-5.5%
0.02%
-14.8%
Q2 2017$70,000
+677.8%
487
+595.7%
0.03%
+575.0%
Q3 2016$9,000700.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders