Live Oak Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 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 Q4 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders