SkyOak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,554 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 4.80 and the average weighting 0.8%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$306,650
-7.2%
4,053
+2.5%
0.09%
-3.2%
Q2 2023$330,563
+1.8%
3,956
+1.2%
0.09%
-6.1%
Q1 2023$324,686
+3.3%
3,910
+2.6%
0.10%
-6.6%
Q4 2022$314,414
+5.9%
3,812
+2.7%
0.11%0.0%
Q3 2022$297,000
-9.2%
3,710
+3.2%
0.11%
-5.4%
Q2 2022$327,000
-13.3%
3,594
+3.4%
0.11%
+6.7%
Q1 2022$377,000
-51.9%
3,477
-48.6%
0.10%
-47.2%
Q4 2021$784,000
+5.4%
6,760
-7.5%
0.20%
-0.5%
Q3 2021$744,000
+1.4%
7,310
+1.4%
0.20%
+2.0%
Q2 2021$734,000
+5.2%
7,212
+1.1%
0.20%
+1.0%
Q1 2021$698,000
+21.4%
7,131
+5.4%
0.19%
+8.4%
Q4 2020$575,000
+11.9%
6,766
+3.9%
0.18%
-3.2%
Q3 2020$514,000
-52.5%
6,512
-52.8%
0.18%
-53.6%
Q2 2020$1,082,000
+73.1%
13,783
+54.0%
0.40%
+25.1%
Q1 2020$625,000
-50.4%
8,948
-34.1%
0.32%
-18.2%
Q4 2019$1,259,00013,5720.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders