SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 984 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
Q2 2024$4,958,394
-0.8%
20,481
+2.4%
0.12%
+10.8%
Q1 2024$4,996,085
+85.1%
19,996
+72.3%
0.11%
+68.2%
Q4 2023$2,699,315
-45.8%
11,603
-51.5%
0.07%
-39.4%
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 ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders