Live Oak Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 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 Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders