SkyOak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$262,799
-5.4%
1,2620.0%0.08%
-2.5%
Q2 2023$277,842
+4.4%
1,2620.0%0.08%
-2.5%
Q1 2023$266,181
-6.9%
1,262
-10.0%
0.08%
-15.6%
Q4 2022$285,945
+16.7%
1,403
+7.7%
0.10%
+9.1%
Q3 2022$245,000
-4.7%
1,3030.0%0.09%0.0%
Q2 2022$257,000
-17.1%
1,3030.0%0.09%
+2.3%
Q1 2022$310,000
-6.6%
1,3030.0%0.09%
+2.4%
Q4 2021$332,000
+7.8%
1,3030.0%0.08%
+1.2%
Q3 2021$308,000
-0.3%
1,3030.0%0.08%0.0%
Q2 2021$309,000
+1.6%
1,3030.0%0.08%
-2.4%
Q1 2021$304,000
-57.0%
1,303
-61.9%
0.08%
-61.4%
Q4 2020$707,000
+16.9%
3,421
-0.3%
0.22%
+0.9%
Q3 2020$605,000
-11.0%
3,431
-17.3%
0.22%
-13.1%
Q2 2020$680,000
+22.5%
4,148
-1.6%
0.25%
-11.6%
Q1 2020$555,000
-3.6%
4,216
+30.4%
0.28%
+59.6%
Q4 2019$576,0003,2330.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders