S.A. Mason LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 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 Q1 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders