SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,137,909
-15.9%
32,464
-11.5%
0.14%
+2.3%
Q2 2023$7,298,163
-36.8%
36,694
-39.7%
0.13%
-18.0%
Q1 2023$11,544,288
-6.4%
60,900
-9.4%
0.16%
-3.6%
Q4 2022$12,333,959
+34.8%
67,200
+25.5%
0.17%
+24.6%
Q3 2022$9,152,000
+30.0%
53,549
+33.9%
0.13%
+24.1%
Q2 2022$7,042,000
-25.8%
39,985
-10.5%
0.11%
-15.0%
Q1 2022$9,496,000
-8.7%
44,684
-2.9%
0.13%
-25.7%
Q4 2021$10,398,000
-65.5%
46,006
-66.6%
0.17%
-55.8%
Q3 2021$30,130,000
+4.3%
137,790
+7.5%
0.39%
+5.7%
Q2 2021$28,885,000
+10.2%
128,218
+4.7%
0.37%
+0.3%
Q1 2021$26,221,000
+18.8%
122,480
+8.0%
0.36%
+12.7%
Q4 2020$22,069,000
+38.0%
113,356
+9.0%
0.32%
+22.7%
Q3 2020$15,992,000
+18.5%
103,978
+12.3%
0.26%
+5.2%
Q2 2020$13,491,000
+199.5%
92,580
+137.2%
0.25%
+130.3%
Q1 2020$4,505,000
-11.1%
39,026
+27.6%
0.11%
+18.5%
Q4 2019$5,067,000
+15.4%
30,591
+7.2%
0.09%
+5.7%
Q3 2019$4,391,000
-2.2%
28,536
-0.4%
0.09%
-42.4%
Q2 2019$4,488,00028,6500.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders