Jacobsen Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 986 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.

Quarter-by-quarter ownership
Jacobsen Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$12,604,829
-8.0%
69,060
-3.3%
5.63%
-11.4%
Q1 2024$13,703,493
-28.6%
71,417
-33.1%
6.36%
-34.5%
Q4 2023$19,200,867
+5.9%
106,689
-6.1%
9.71%
-1.3%
Q3 2023$18,127,516
-3.3%
113,659
+0.3%
9.84%
+1.7%
Q2 2023$18,742,121
+11.4%
113,314
+6.9%
9.67%
+7.3%
Q1 2023$16,820,709
+103043.9%
105,951
+3.2%
9.01%
+3.7%
Q4 2022$16,308
-99.9%
102,696
-9.7%
8.69%
-6.9%
Q3 2022$16,313,000
-4.0%
113,760
+0.3%
9.34%
+3.3%
Q2 2022$16,987,000
-14.1%
113,382
+0.9%
9.04%
-0.4%
Q1 2022$19,769,000
+44.8%
112,363
+47.2%
9.07%
+40.4%
Q4 2021$13,653,000
+5.8%
76,337
+0.2%
6.46%
-0.8%
Q3 2021$12,899,000
-0.8%
76,211
+1.8%
6.51%
-1.9%
Q2 2021$13,005,000
+8.3%
74,888
+3.3%
6.64%
+0.2%
Q1 2021$12,004,000
+94.2%
72,481
+66.8%
6.62%
+80.8%
Q4 2020$6,180,000
+90.9%
43,458
+48.4%
3.66%
+61.9%
Q3 2020$3,238,000
+4.0%
29,276
+0.5%
2.26%
-4.8%
Q2 2020$3,114,000
+1426.5%
29,130
+1856.3%
2.38%
+1064.7%
Q4 2019$204,000
+0.5%
1,489
-5.8%
0.20%
+4.6%
Q3 2019$203,0001,5800.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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