Live Oak Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
Live Oak Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$229,909
-4.9%
1,2160.0%0.05%
+2.1%
Q2 2023$241,850
+4.9%
1,2160.0%0.05%0.0%
Q1 2023$230,505
+3.3%
1,2160.0%0.05%
+4.3%
Q4 2022$223,185
+7.3%
1,2160.0%0.05%
-2.1%
Q3 2022$208,000
-2.8%
1,2160.0%0.05%
+4.4%
Q2 2022$214,000
-17.1%
1,2160.0%0.04%
-10.0%
Q1 2022$258,000
-6.2%
1,2160.0%0.05%
-2.0%
Q4 2021$275,000
+3.4%
1,2160.0%0.05%
-5.6%
Q3 2021$266,000
-2.9%
1,2160.0%0.05%
-10.0%
Q2 2021$274,000
-36.6%
1,216
-39.7%
0.06%
-43.4%
Q1 2021$432,000
+9.4%
2,018
-0.6%
0.11%
-4.5%
Q4 2020$395,000
+27.4%
2,031
+0.6%
0.11%
+3.7%
Q3 2020$310,000
+5.4%
2,0180.0%0.11%0.0%
Q2 2020$294,0002,0180.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 202,014$29,858,00026.30%
MOLLER WEALTH PARTNERS 256,159$37,860,00014.41%
Water Oak Advisors LLC 128,923$19,055,00014.10%
ACORNS SECURITIES, LLC 625,796$92,493,00014.02%
FIDUCIENT ADVISORS LLC 132,646$19,605,00012.48%
VISTA CAPITAL PARTNERS, INC. 350,718$51,836,00011.74%
Millburn Ridgefield Corp 1,474,968$218,000,00011.45%
Annex Advisory Services, LLC 304,378$44,987,0008.50%
Cranberry Lake Advisors LLC 87,761$12,971,0008.30%
Catalyst Capital Advisors LLC 1,473,210$217,740,0008.06%
View complete list of VANGUARD INDEX FDS shareholders