SkyOak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 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 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders