SkyOak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,403,818
-2.8%
6,609
+0.8%
0.41%
+0.5%
Q2 2023$1,444,596
+13.1%
6,558
+4.8%
0.41%
+4.6%
Q1 2023$1,277,462
+8.0%
6,259
+1.1%
0.39%
-2.0%
Q4 2022$1,183,275
+4.4%
6,189
-1.9%
0.40%
-2.0%
Q3 2022$1,133,000
-3.8%
6,312
+1.1%
0.41%
+1.0%
Q2 2022$1,178,000
-21.5%
6,244
-5.3%
0.40%
-3.6%
Q1 2022$1,501,000
+10.4%
6,592
+17.1%
0.42%
+20.9%
Q4 2021$1,359,000
+10.7%
5,627
+1.8%
0.34%
+4.2%
Q3 2021$1,228,000
+1.5%
5,529
+1.8%
0.33%
+2.2%
Q2 2021$1,210,000
+2.5%
5,429
+0.2%
0.32%
-1.5%
Q1 2021$1,181,000
+16.4%
5,420
+3.9%
0.33%
+4.1%
Q4 2020$1,015,000
+17.6%
5,217
+2.9%
0.32%
+1.9%
Q3 2020$863,000
+17.7%
5,068
+8.2%
0.31%
+14.4%
Q2 2020$733,000
+9.7%
4,683
+14.6%
0.27%
+30.9%
Q4 2019$668,0004,0850.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders