SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$227,216
-43.8%
1,735
-40.6%
0.01%
-28.6%
Q2 2023$404,153
-9.9%
2,921
-12.7%
0.01%
+16.7%
Q1 2023$448,658
-25.0%
3,346
-24.4%
0.01%
-25.0%
Q4 2022$598,256
+14.6%
4,424
+3.2%
0.01%0.0%
Q3 2022$522,000
-4.2%
4,286
+1.9%
0.01%0.0%
Q2 2022$545,000
-4.6%
4,208
+10.2%
0.01%0.0%
Q1 2022$571,000
-0.7%
3,819
-0.2%
0.01%
-11.1%
Q4 2021$575,000
+40.6%
3,825
+30.3%
0.01%
+80.0%
Q3 2021$409,000
+56.1%
2,936
+57.2%
0.01%
+66.7%
Q2 2021$262,000
+46.4%
1,868
-0.6%
0.00%0.0%
Q2 2020$179,000
+32.6%
1,880
+13.0%
0.00%0.0%
Q1 2020$135,000
-31.8%
1,6640.0%0.00%
-25.0%
Q4 2019$198,0001,6640.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders