SkyOak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,025,519
+0.2%
3,766
+4.1%
0.30%
+3.8%
Q2 2023$1,023,183
+14.2%
3,616
+0.6%
0.29%
+5.9%
Q1 2023$896,238
+30.8%
3,593
+11.7%
0.27%
+18.7%
Q4 2022$685,362
+2.4%
3,216
+2.9%
0.23%
-4.2%
Q3 2022$669,000
+31.7%
3,126
+37.2%
0.24%
+38.7%
Q2 2022$508,000
+87.5%
2,278
+53.2%
0.17%
+106.0%
Q4 2019$271,0001,4870.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders