SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$858,601
-20.5%
5,383
-17.6%
0.02%
-5.0%
Q2 2023$1,080,363
-30.6%
6,532
-33.4%
0.02%
-9.1%
Q1 2023$1,556,043
+2.1%
9,801
+2.1%
0.02%
+4.8%
Q4 2022$1,524,091
+207.9%
9,598
+178.2%
0.02%
+200.0%
Q3 2022$495,000
-12.5%
3,450
-8.6%
0.01%
-22.2%
Q2 2022$566,000
-47.1%
3,775
-37.9%
0.01%
-35.7%
Q1 2022$1,070,000
-48.6%
6,082
-47.7%
0.01%
-58.8%
Q4 2021$2,080,000
-51.4%
11,630
-54.0%
0.03%
-38.2%
Q3 2021$4,283,000
-14.4%
25,310
-12.1%
0.06%
-12.7%
Q2 2021$5,001,000
+69.8%
28,800
+61.9%
0.06%
+53.7%
Q1 2021$2,946,000
+746.6%
17,788
+626.3%
0.04%
+720.0%
Q4 2020$348,000
+202.6%
2,449
+126.1%
0.01%
+150.0%
Q2 2020$115,000
+10.6%
1,083
-7.8%
0.00%
-33.3%
Q1 2020$104,000
-91.5%
1,175
-86.8%
0.00%
-86.4%
Q4 2019$1,218,000
+255.1%
8,886
+233.7%
0.02%
+214.3%
Q3 2019$343,000
+11.0%
2,663
+12.5%
0.01%
-30.0%
Q2 2019$309,0002,3680.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders