Jacobsen Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,407 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Jacobsen Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$37,951,896
+8.8%
101,473
+0.1%
16.96%
+4.8%
Q1 2024$34,878,638
+10.5%
101,332
-0.2%
16.18%
+1.4%
Q4 2023$31,567,448
+8.9%
101,542
-4.6%
15.96%
+1.5%
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 Q2 2021
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders