SkyOak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$416,453
-13.5%
3,180
-8.6%
0.12%
-10.3%
Q2 2023$481,562
-16.5%
3,480
-19.1%
0.14%
-22.7%
Q1 2023$576,635
-16.6%
4,301
-15.9%
0.18%
-24.1%
Q4 2022$691,617
-12.8%
5,114
-21.4%
0.23%
-18.3%
Q3 2022$793,000
-74.4%
6,510
-72.8%
0.28%
-73.2%
Q2 2022$3,098,000
-4.0%
23,916
+11.0%
1.06%
+18.1%
Q1 2022$3,226,000
+6.9%
21,552
+7.4%
0.90%
+16.8%
Q4 2021$3,017,000
+23.8%
20,066
+14.9%
0.77%
+16.7%
Q3 2021$2,437,000
+0.9%
17,458
+1.6%
0.66%
+1.7%
Q2 2021$2,415,000
+17.0%
17,191
+17.1%
0.65%
+12.5%
Q1 2021$2,064,000
+21.8%
14,684
+3.0%
0.57%
+8.9%
Q4 2020$1,695,000
+29.5%
14,250
+10.4%
0.53%
+11.9%
Q3 2020$1,309,000
+39.6%
12,912
+31.7%
0.47%
+36.1%
Q2 2020$938,000
+342.5%
9,803
+276.2%
0.35%
+220.4%
Q1 2020$212,0002,6060.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders