SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

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 Q3 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders