Jacobsen Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Jacobsen Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,763,001
-6.6%
45,583
+0.2%
5.30%
-1.7%
Q2 2023$10,452,431
+33.4%
45,497
+25.6%
5.39%
+28.4%
Q1 2023$7,836,624
+112349.8%
36,212
+4.2%
4.20%
+13.0%
Q4 2022$6,969
-99.9%
34,750
-19.4%
3.72%
-22.9%
Q3 2022$8,418,000
+4.2%
43,140
+5.2%
4.82%
+12.1%
Q2 2022$8,081,000
-8.5%
41,012
+15.2%
4.30%
+6.1%
Q1 2022$8,834,000
+9.2%
35,601
+24.0%
4.05%
+5.9%
Q4 2021$8,089,000
+0.7%
28,707
+0.1%
3.83%
-5.6%
Q3 2021$8,031,000
-2.0%
28,665
+1.4%
4.05%
-3.0%
Q2 2021$8,191,000
+10.0%
28,266
+4.3%
4.18%
+1.8%
Q1 2021$7,443,000
+1.3%
27,101
-1.3%
4.10%
-5.8%
Q4 2020$7,348,000
+25.1%
27,454
+0.5%
4.36%
+6.2%
Q3 2020$5,872,000
+3.4%
27,325
-3.9%
4.10%
-5.3%
Q2 2020$5,678,000
+24.9%
28,447
+24.3%
4.33%
-4.6%
Q4 2019$4,547,000
+5.8%
22,886
-3.1%
4.54%
+9.9%
Q3 2019$4,298,000
-2.0%
23,613
+0.2%
4.14%
-5.4%
Q2 2019$4,386,00023,5554.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders