Mascoma Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,701
-5.1%
190.0%0.00%0.0%
Q2 2023$3,898
+7.6%
190.0%0.00%0.0%
Q1 2023$3,621
+6.0%
190.0%0.00%0.0%
Q4 2022$3,415
+13.8%
190.0%0.00%0.0%
Q3 2022$3,0000.0%190.0%0.00%0.0%
Q2 2022$3,000
-25.0%
190.0%0.00%0.0%
Q1 2022$4,000
-91.8%
19
-90.1%
0.00%
-94.1%
Q4 2021$49,000
+8.9%
1920.0%0.02%0.0%
Q3 2021$45,000
+9.8%
1920.0%0.02%
-5.6%
Q1 2021$41,000
-12.8%
192
-38.5%
0.02%
-37.9%
Q2 2019$47,000
+4.4%
3120.0%0.03%
-3.3%
Q1 2019$45,000
-60.2%
312
-67.1%
0.03%
-65.1%
Q4 2018$113,000
-40.8%
948
-29.3%
0.09%
-31.7%
Q3 2018$191,000
+6.1%
1,3410.0%0.13%
-0.8%
Q2 2018$180,000
+3.4%
1,3410.0%0.13%
+10.4%
Q1 2018$174,000
-26.3%
1,341
-25.4%
0.12%
-20.7%
Q4 2017$236,000
-13.2%
1,797
-19.5%
0.14%
-20.3%
Q3 2017$272,000
+3.4%
2,2330.0%0.18%
+2.8%
Q2 2017$263,000
+4.4%
2,2330.0%0.18%
-1.7%
Q1 2017$252,000
+6.8%
2,2330.0%0.18%
+3.4%
Q4 2016$236,0002,2330.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders