S.A. Mason LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
S.A. Mason LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$452,467
-2.3%
3,4550.0%0.33%
-3.0%
Q2 2023$463,2120.0%3,4550.0%0.34%0.0%
Q1 2023$463,212
-0.9%
3,4550.0%0.34%
-4.5%
Q4 2022$467,254
+11.0%
3,455
-0.1%
0.35%
+5.7%
Q3 2022$421,000
-6.2%
3,460
-0.3%
0.33%
+1.5%
Q2 2022$449,000
-13.5%
3,4700.0%0.33%
+1.2%
Q1 2022$519,000
-0.6%
3,4700.0%0.32%
+3.2%
Q4 2021$522,000
+7.6%
3,470
-0.1%
0.31%
-1.6%
Q3 2021$485,000
-0.6%
3,4750.0%0.32%
-5.1%
Q2 2021$488,000
+5.2%
3,475
+1.0%
0.34%
-3.2%
Q1 2021$464,000
+13.4%
3,4400.0%0.35%
+1.8%
Q4 2020$409,000
+17.2%
3,4400.0%0.34%
+2.7%
Q3 2020$349,000
+5.1%
3,440
-0.9%
0.33%
-5.1%
Q2 2020$332,000
+14.9%
3,470
-2.4%
0.35%
-0.3%
Q1 2020$289,000
-33.4%
3,555
-2.3%
0.35%
-15.2%
Q4 2019$434,0003,6400.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders