Jacobsen Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders