VIG — VANGUARD GROUP

Ownership history in SkyOak Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which SkyOak Wealth, LLC reported a position in VANGUARD GROUP (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.54% (2022 Q4)
Avg. % of fund
1.25%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,291 -86 -0.3% 1.32% $7.3M $219.78
2025 Q3 REDUCED 33,377 -466 -1.4% 1.36% $7.2M $214.93
2025 Q2 UNCHANGED 33,843 — 0% 1.39% $6.9M $203.03
2025 Q1 ADDED 33,843 +982 +3.0% 1.44% $6.6M $191.61
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIG price (monthly, adj. close)

Other funds also holding VIG

As of 2025 Q4 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 30.44% 360 Financial, Inc. 3Y 24.96% Frazier Financial Advisors, LLC 24.96% Ball & Co Wealth Management Inc. 17.62% KITCHING PARTNERS, LLC 15.96% Ariston Services Group 15.11% KilterHowling LLC 15.1% AMARA FINANCIAL, LLC. 14.91% FIDELIS iM, LLC 3Y 14.65% Granite FO LLC 14.44%
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