SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 522 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$453,961
-6.4%
2,120
+0.4%
0.01%
+11.1%
Q2 2023$485,259
+7.7%
2,112
+1.4%
0.01%
+50.0%
Q1 2023$450,532
-58.5%
2,082
-61.6%
0.01%
-60.0%
Q4 2022$1,086,026
+222.3%
5,416
+214.0%
0.02%
+200.0%
Q3 2022$337,000
+8325.0%
1,725
+5650.0%
0.01%
Q1 2020$4,000
-99.1%
30
-98.7%
0.00%
-100.0%
Q4 2019$467,0002,3480.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders