Mascoma Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,806,471
-4.8%
4,6000.0%0.56%
-2.8%
Q2 2023$1,896,588
-5.2%
4,600
-12.2%
0.58%
-0.7%
Q1 2023$2,000,846
+6.6%
5,237
-2.0%
0.58%
-1.8%
Q4 2022$1,877,607
+11.6%
5,344
+4.3%
0.60%
+2.4%
Q3 2022$1,682,000
-12.2%
5,123
-7.2%
0.58%
-11.1%
Q2 2022$1,916,000
-16.0%
5,523
+0.5%
0.66%
-9.8%
Q1 2022$2,282,000
-1.6%
5,496
+3.5%
0.73%
-9.5%
Q4 2021$2,318,000
+10.4%
5,309
-0.2%
0.80%
-1.5%
Q3 2021$2,099,000
+0.2%
5,3210.0%0.81%
-9.1%
Q2 2021$2,094,000
+7.9%
5,321
-0.1%
0.90%
+7.1%
Q1 2021$1,941,000
+6.3%
5,328
+0.3%
0.84%
-8.4%
Q4 2020$1,826,000
+1041.2%
5,312
+791.3%
0.91%
+813.0%
Q2 2019$160,000
-0.6%
596
-4.0%
0.10%
-7.4%
Q1 2019$161,000
+12.6%
6210.0%0.11%
-0.9%
Q4 2018$143,000
-13.9%
6210.0%0.11%
-0.9%
Q3 2018$166,000
+7.1%
6210.0%0.11%
+0.9%
Q2 2018$155,000
+3.3%
6210.0%0.11%
+10.1%
Q1 2018$150,000
-4.5%
6210.0%0.10%
+2.1%
Q4 2017$157,000
-8.7%
621
-16.8%
0.10%
-15.7%
Q3 2017$172,000
+3.6%
7460.0%0.12%
+2.7%
Q2 2017$166,000
-42.4%
746
-44.0%
0.11%
-45.6%
Q1 2017$288,000
+5.5%
1,3310.0%0.21%
+2.5%
Q4 2016$273,0001,3310.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders