SVA Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 495 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.81 and the average weighting 2.3%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$3,026,000
+25.6%
8,804
+12.4%
0.26%
+10.5%
Q3 2020$2,410,000
+8.6%
7,834
+0.0%
0.24%
+0.8%
Q2 2020$2,220,000
-12.1%
7,833
-26.6%
0.24%
-18.3%
Q1 2020$2,527,000
-22.1%
10,671
-2.6%
0.29%
-2.4%
Q4 2019$3,242,000
+7.7%
10,959
-0.7%
0.30%
+0.7%
Q3 2019$3,010,000
+0.8%
11,040
-0.5%
0.30%
+0.3%
Q2 2019$2,986,000
+3.1%
11,094
-0.6%
0.29%
+5.0%
Q1 2019$2,896,000
-2.8%
11,157
-14.0%
0.28%
-16.4%
Q4 2018$2,980,000
-21.7%
12,968
-9.0%
0.34%
-13.4%
Q3 2018$3,806,000
+2.1%
14,252
-4.6%
0.39%
-4.0%
Q2 2018$3,729,000
-5.3%
14,945
-12.4%
0.40%
-17.2%
Q1 2018$3,937,000
+5.2%
17,062
+11.8%
0.49%
+10.9%
Q4 2017$3,743,000
-4.9%
15,258
-10.6%
0.44%
-9.9%
Q3 2017$3,937,000
+1.5%
17,062
-2.3%
0.49%
-3.2%
Q2 2017$3,879,000
+13.3%
17,469
+10.3%
0.50%
+8.2%
Q1 2017$3,425,000
+5.3%
15,832
-0.1%
0.46%
-4.1%
Q4 2016$3,252,000
+31.7%
15,841
+27.4%
0.48%
+26.0%
Q3 2016$2,470,000
+13.9%
12,431
+10.1%
0.38%
+10.0%
Q2 2016$2,169,000
+26.3%
11,287
+23.9%
0.35%
+23.2%
Q1 2016$1,718,000
+17.1%
9,111
+16.1%
0.28%
+11.8%
Q4 2015$1,467,000
+13.2%
7,846
+6.4%
0.25%
+5.0%
Q3 2015$1,296,000
-4.2%
7,376
+2.9%
0.24%
-2.8%
Q2 2015$1,353,000
+15.8%
7,167
+16.0%
0.25%
+16.9%
Q1 2015$1,168,000
+46.7%
6,176
+46.2%
0.21%
-26.3%
Q4 2014$796,0004,2230.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders