SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 759 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,919,719
-8.9%
9,810
-5.6%
0.04%
+10.5%
Q2 2023$2,107,275
+0.2%
10,395
-7.7%
0.04%
+31.0%
Q1 2023$2,103,107
+9.3%
11,258
+2.0%
0.03%
+11.5%
Q4 2022$1,923,342
+6.3%
11,041
-0.2%
0.03%0.0%
Q3 2022$1,810,000
+125.7%
11,063
+137.9%
0.03%
+116.7%
Q2 2022$802,000
-8.6%
4,651
+10.5%
0.01%0.0%
Q1 2022$877,000
-7.7%
4,209
-2.2%
0.01%
-25.0%
Q4 2021$950,000
+28.0%
4,303
+16.5%
0.02%
+60.0%
Q3 2021$742,000
-18.5%
3,694
-18.6%
0.01%
-16.7%
Q2 2021$910,000
+7.6%
4,537
-0.6%
0.01%0.0%
Q1 2021$846,000
+35.6%
4,565
+28.4%
0.01%
+33.3%
Q4 2020$624,000
+12.4%
3,556
+0.1%
0.01%0.0%
Q3 2020$555,000
+9.3%
3,5520.0%0.01%0.0%
Q2 2020$508,000
+559.7%
3,552
+441.5%
0.01%
+350.0%
Q1 2020$77,000
-83.8%
656
-79.6%
0.00%
-77.8%
Q4 2019$475,000
+36.1%
3,216
+25.6%
0.01%
+28.6%
Q3 2019$349,000
+1.2%
2,5600.0%0.01%
-41.7%
Q2 2019$345,0002,5600.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders