Jacobsen Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
Jacobsen Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,979,214
-4.2%
106,420
-0.5%
15.73%
+0.8%
Q2 2023$30,256,241
+21.2%
106,928
+6.8%
15.61%
+16.7%
Q1 2023$24,971,510
+99214.0%
100,110
-15.2%
13.38%
-0.2%
Q4 2022$25,144
-99.9%
117,985
+11.0%
13.40%
+3.0%
Q3 2022$22,745,000
+1.1%
106,312
+5.3%
13.02%
+8.8%
Q2 2022$22,498,000
-8.7%
100,937
+17.7%
11.97%
+5.8%
Q1 2022$24,654,000
+1.1%
85,724
+12.8%
11.31%
-1.9%
Q4 2021$24,383,000
+10.8%
75,983
+0.2%
11.54%
+3.8%
Q3 2021$22,005,000
+2.0%
75,836
+0.8%
11.11%
+0.9%
Q2 2021$21,584,000
+12.4%
75,254
+0.7%
11.01%
+4.0%
Q1 2021$19,206,000
+5.3%
74,720
+3.7%
10.59%
-2.1%
Q4 2020$18,247,000
+6.3%
72,027
-4.5%
10.82%
-9.8%
Q3 2020$17,158,000
-13.1%
75,386
-22.9%
11.99%
-20.5%
Q2 2020$19,755,000
+16.0%
97,755
+4.5%
15.07%
-11.4%
Q4 2019$17,037,000
+3.6%
93,525
-5.5%
17.02%
+7.5%
Q3 2019$16,450,000
+2.1%
98,932
+0.3%
15.83%
-1.5%
Q2 2019$16,116,00098,63816.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Cable Hill Partners, LLC 363,655$38,966,00029.83%
Permanens Capital L.P. 244,786$25,607,00025.23%
INR ADVISORY SERVICES LLC 1,033,330$108,097,00019.01%
VISTA CAPITAL PARTNERS, INC. 534,436$55,907,00017.30%
Edelman Financial Services, LLC 10,260,112$1,073,310,00016.74%
IBBOTSON ASSOCIATES INC 184,456$19,296,00014.90%
Waverly Advisors, LLC 279,887$29,279,00014.81%
INSPIRION WEALTH ADVISORS, LLC 175,172$18,325,00014.75%
Financial Planning & Information Services, Inc. 189,900$19,865,00012.81%
Noven Financial Group, Inc. 167,726$17,546,00012.64%
View complete list of VANGUARD INDEX FDS shareholders