Mascoma Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$457,295
-0.2%
2,196
+6.6%
0.14%
+2.1%
Q2 2023$458,119
+58.8%
2,061
+49.6%
0.14%
+66.7%
Q1 2023$288,479
+3.6%
1,378
+0.9%
0.08%
-4.5%
Q4 2022$278,433
+8.8%
1,366
+0.1%
0.09%
-1.1%
Q3 2022$256,000
-4.5%
1,364
+0.1%
0.09%
-3.3%
Q2 2022$268,000
-17.3%
1,363
+0.1%
0.09%
-10.7%
Q1 2022$324,000
+13.3%
1,362
+21.3%
0.10%
+4.0%
Q4 2021$286,000
+27.7%
1,123
+18.7%
0.10%
+13.8%
Q3 2021$224,000
-0.4%
9460.0%0.09%
-9.4%
Q2 2021$225,000
+20.3%
946
+12.2%
0.10%
+18.5%
Q1 2021$187,000
-79.2%
843
-87.6%
0.08%
-87.7%
Q4 2016$898,0006,8200.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders