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 ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders