S.A. Mason LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
S.A. Mason LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$344,616
-0.1%
1,609
+0.9%
0.25%
-1.2%
Q2 2023$344,9580.0%1,5940.0%0.25%0.0%
Q1 2023$344,958
+7.9%
1,5940.0%0.25%
+4.1%
Q4 2022$319,661
+2.8%
1,5940.0%0.24%
-2.0%
Q3 2022$311,000
-1.0%
1,5940.0%0.25%
+7.4%
Q2 2022$314,000
-20.7%
1,5940.0%0.23%
-7.3%
Q1 2022$396,000
-12.4%
1,594
-0.6%
0.25%
-9.2%
Q4 2021$452,000
+0.9%
1,604
+0.3%
0.27%
-7.8%
Q3 2021$448,000
-3.2%
1,5990.0%0.30%
-7.2%
Q2 2021$463,000
+2.2%
1,599
-3.0%
0.32%
-5.9%
Q1 2021$453,000
+6.8%
1,649
+4.1%
0.34%
-4.2%
Q4 2020$424,000
+30.1%
1,584
+4.4%
0.35%
+13.9%
Q3 2020$326,000
+7.6%
1,5170.0%0.31%
-2.8%
Q2 2020$303,000
+35.9%
1,517
+2.0%
0.32%
+17.7%
Q1 2020$223,000
-24.7%
1,487
-0.2%
0.27%
-3.9%
Q4 2019$296,0001,4900.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders