SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 975 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,984,667
-20.2%
23,937
-15.6%
0.11%
-3.5%
Q2 2023$6,243,046
-20.0%
28,357
-23.4%
0.11%
+3.7%
Q1 2023$7,803,806
+3.2%
36,999
-0.3%
0.11%
+6.9%
Q4 2022$7,561,657
+72.1%
37,102
+58.7%
0.10%
+59.4%
Q3 2022$4,393,000
+30.6%
23,372
+36.8%
0.06%
+23.1%
Q2 2022$3,364,000
-42.3%
17,081
-30.3%
0.05%
-33.3%
Q1 2022$5,831,000
-5.4%
24,516
+1.4%
0.08%
-22.8%
Q4 2021$6,162,000
-47.3%
24,188
-51.1%
0.10%
-32.7%
Q3 2021$11,703,000
+53.7%
49,432
+54.1%
0.15%
+54.6%
Q2 2021$7,614,000
+17.6%
32,081
+9.7%
0.10%
+7.8%
Q1 2021$6,473,000
+9.4%
29,245
+2.2%
0.09%
+3.4%
Q4 2020$5,915,000
+26.7%
28,610
+8.1%
0.09%
+13.0%
Q3 2020$4,667,000
+59.3%
26,477
+48.1%
0.08%
+42.6%
Q2 2020$2,930,000
+210.1%
17,876
+148.9%
0.05%
+134.8%
Q1 2020$945,000
-73.7%
7,182
-64.4%
0.02%
-64.6%
Q4 2019$3,593,000
+80.0%
20,166
+69.4%
0.06%
+62.5%
Q3 2019$1,996,000
+153.0%
11,905
+152.1%
0.04%
+48.1%
Q2 2019$789,0004,7230.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders