SkyOak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,524 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,956,771
-4.7%
10,349
+0.2%
0.57%
-1.4%
Q2 2023$2,053,738
+7.0%
10,326
+1.9%
0.58%
-1.0%
Q1 2023$1,920,243
-3.3%
10,130
-6.4%
0.59%
-12.3%
Q4 2022$1,986,086
+7.8%
10,821
+0.4%
0.67%
+1.2%
Q3 2022$1,842,000
-2.0%
10,780
+1.0%
0.66%
+2.8%
Q2 2022$1,879,000
-19.0%
10,672
-2.2%
0.64%
-0.3%
Q1 2022$2,319,000
+17.7%
10,913
+25.2%
0.64%
+28.5%
Q4 2021$1,970,000
+8.7%
8,716
+5.1%
0.50%
+2.7%
Q3 2021$1,813,000
-3.0%
8,292
-0.1%
0.49%
-2.4%
Q2 2021$1,870,000
+0.1%
8,300
+0.3%
0.50%
-3.8%
Q1 2021$1,868,000
-2.9%
8,278
-16.2%
0.52%
-13.0%
Q4 2020$1,924,000
+26.5%
9,881
-0.1%
0.60%
+9.3%
Q3 2020$1,521,000
-7.9%
9,889
-12.7%
0.55%
-10.2%
Q2 2020$1,651,000
+99.2%
11,327
+57.7%
0.61%
+43.6%
Q1 2020$829,000
-35.5%
7,184
-7.4%
0.42%
+6.5%
Q4 2019$1,285,0007,7590.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders