Vanguard Personalized Indexing Management’s SVB Financial Group SIVB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SIVB Stock Details SIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,222	Closed	-$972K	–	1527
2022 Q4	$972K	Buy	4,222 +1,899	+82%	+$472K	0.04%	515
2022 Q3	$780K	Sell	2,323 -503	-18%	-$202K	0.04%	587
2022 Q2	$1.12M	Buy	2,826 +313	+12%	+$147K	0.05%	412
2022 Q1	$1.41M	Buy	2,513 +694	+38%	+$421K	0.07%	292
2021 Q4	$1.23M	Buy	1,819 +241	+15%	+$170K	0.07%	299
2021 Q3	$1.02M	Sell	1,578 -263	-14%	-$153K	0.09%	222
2021 Q2	$1.02M	Buy	1,841 +819	+80%	+$454K	0.11%	194
2021 Q1	$505K	Buy	1,022 +499	+95%	+$245K	0.08%	316
2020 Q4	$203K	Buy	+523	New	+$169K	0.04%	509

Other funds holding SIVB

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vanguard Personalized Indexing Management's SIVB Position: Q1 2023 in Review

Vanguard Personalized Indexing Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,222 shares — an estimated $972K sold.

Vanguard Personalized Indexing Management first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $1.41M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Vanguard Personalized Indexing Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 4,222 SVB Financial Group shares in Q1 2023, an estimated $972K.
Vanguard Personalized Indexing Management first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
Vanguard Personalized Indexing Management's SVB Financial Group position peaked at $1.41M in Q1 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2023, filed 10 May 2023.