SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders