SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

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 Q4 2020
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders