SVB WEALTH LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,961,130
-17.2%
79,851
-14.1%
0.37%
+0.8%
Q2 2023$20,478,659
-30.5%
92,967
-35.6%
0.37%
-10.2%
Q1 2023$29,466,548
+3.8%
144,374
-2.8%
0.41%
+7.6%
Q4 2022$28,400,402
+1.8%
148,546
-4.4%
0.38%
-5.9%
Q3 2022$27,893,000
+0.1%
155,417
+5.3%
0.41%
-4.9%
Q2 2022$27,852,000
-16.6%
147,662
+0.6%
0.43%
-4.3%
Q1 2022$33,412,000
-5.3%
146,763
+0.5%
0.45%
-22.7%
Q4 2021$35,271,000
-27.7%
146,088
-33.5%
0.58%
-7.8%
Q3 2021$48,784,000
-5.5%
219,688
-5.1%
0.63%
-4.1%
Q2 2021$51,601,000
+6.5%
231,579
-1.2%
0.65%
-3.1%
Q1 2021$48,461,000
+3.3%
234,462
-2.7%
0.68%
-1.9%
Q4 2020$46,899,000
+28.7%
240,952
+12.6%
0.69%
+14.5%
Q3 2020$36,453,000
+7.4%
214,035
-1.3%
0.60%
-4.8%
Q2 2020$33,940,000
+200.3%
216,833
+147.3%
0.63%
+130.3%
Q1 2020$11,301,000
-47.0%
87,666
-32.8%
0.27%
-29.4%
Q4 2019$21,334,000
+12.9%
130,388
+4.2%
0.39%
+3.2%
Q3 2019$18,894,000
+187.6%
125,128
+185.9%
0.38%
+70.1%
Q2 2019$6,569,00043,7650.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders