SkyOak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 667 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$247,358
-11.5%
1,270
-6.5%
0.07%
-8.9%
Q2 2023$279,641
-9.3%
1,359
-14.2%
0.08%
-16.0%
Q1 2023$308,446
-8.6%
1,583
-15.7%
0.09%
-16.8%
Q4 2022$337,350
-19.7%
1,877
-23.8%
0.11%
-25.2%
Q3 2022$420,000
-74.2%
2,462
-73.4%
0.15%
-72.8%
Q2 2022$1,625,000
-8.0%
9,264
+16.8%
0.56%
+13.0%
Q1 2022$1,767,000
-2.9%
7,932
+11.0%
0.49%
+6.3%
Q4 2021$1,819,000
+23.7%
7,145
+14.8%
0.46%
+16.7%
Q3 2021$1,471,000
+2.0%
6,225
+2.0%
0.40%
+2.6%
Q2 2021$1,442,000
+22.6%
6,103
+18.7%
0.39%
+18.0%
Q1 2021$1,176,000
+9.1%
5,141
+1.1%
0.33%
-2.4%
Q4 2020$1,078,000
+28.0%
5,085
+8.8%
0.34%
+10.6%
Q3 2020$842,000
+58.3%
4,675
+45.1%
0.30%
+54.6%
Q2 2020$532,000
-15.0%
3,221
-18.3%
0.20%
+1.0%
Q4 2019$626,0003,9430.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders