SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,428,020
-0.1%
12,589
+3.9%
0.08%
+21.0%
Q2 2023$3,430,120
-9.2%
12,122
-20.0%
0.06%
+17.0%
Q1 2023$3,777,909
-3.3%
15,146
-17.4%
0.05%0.0%
Q4 2022$3,906,427
+31.3%
18,331
+31.8%
0.05%
+23.3%
Q3 2022$2,975,000
+12.7%
13,905
+17.4%
0.04%
+4.9%
Q2 2022$2,640,000
-17.3%
11,844
+6.7%
0.04%
-4.7%
Q1 2022$3,194,000
-23.6%
11,105
-14.8%
0.04%
-37.7%
Q4 2021$4,182,000
-0.5%
13,035
-10.0%
0.07%
+27.8%
Q3 2021$4,203,000
+29.9%
14,485
+28.3%
0.05%
+31.7%
Q2 2021$3,236,000
+60.8%
11,286
+44.2%
0.04%
+46.4%
Q1 2021$2,012,000
+9.8%
7,827
+8.2%
0.03%
+3.7%
Q4 2020$1,832,000
+10.5%
7,232
-0.7%
0.03%0.0%
Q3 2020$1,658,000
+26.7%
7,282
+12.3%
0.03%
+12.5%
Q2 2020$1,309,000
+6133.3%
6,483
+4597.8%
0.02%
+2300.0%
Q1 2020$21,000
-99.3%
138
-99.2%
0.00%
-98.2%
Q4 2019$3,052,000
+333.5%
16,753
+296.0%
0.06%
+300.0%
Q3 2019$704,000
+21.6%
4,231
+19.3%
0.01%
-26.3%
Q2 2019$579,0003,5460.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders