SVA Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$11,068,000
+2.9%
93,040
-12.3%
0.96%
-9.5%
Q3 2020$10,760,000
-2.3%
106,143
-7.7%
1.07%
-9.4%
Q2 2020$11,011,000
+40.9%
115,060
+19.7%
1.18%
+31.2%
Q1 2020$7,813,000
-24.9%
96,113
+10.1%
0.90%
-6.1%
Q4 2019$10,408,000
+4.5%
87,323
-0.9%
0.95%
-2.4%
Q3 2019$9,958,000
+0.3%
88,127
-1.1%
0.98%0.0%
Q2 2019$9,925,000
+0.4%
89,140
-2.7%
0.98%
+2.3%
Q1 2019$9,886,000
+10.7%
91,635
-2.3%
0.96%
-5.0%
Q4 2018$8,933,000
-17.1%
93,778
-1.5%
1.00%
-8.1%
Q3 2018$10,770,000
+2.4%
95,247
+0.0%
1.09%
-3.7%
Q2 2018$10,517,000
-3.6%
95,213
-7.8%
1.14%
-15.7%
Q1 2018$10,906,000
-0.9%
103,242
+4.7%
1.35%
+4.5%
Q4 2017$11,004,000
+0.9%
98,629
-4.5%
1.29%
-4.3%
Q3 2017$10,906,000
+1.4%
103,242
-1.3%
1.35%
-3.3%
Q2 2017$10,759,000
+0.5%
104,593
-0.4%
1.39%
-4.0%
Q1 2017$10,706,000
+2.3%
105,045
-2.4%
1.45%
-6.9%
Q4 2016$10,461,000
+0.8%
107,632
-3.0%
1.56%
-3.5%
Q3 2016$10,379,000
+4.0%
110,927
-1.0%
1.62%
+0.2%
Q2 2016$9,978,000
+1.4%
112,016
-0.9%
1.61%
-1.1%
Q1 2016$9,843,000
+1.5%
112,978
+0.2%
1.63%
-2.8%
Q4 2015$9,695,000
+1.1%
112,796
-2.1%
1.68%
-6.3%
Q3 2015$9,590,000
-7.5%
115,205
+0.6%
1.79%
-6.2%
Q2 2015$10,368,000
-1.1%
114,470
+0.3%
1.91%
-0.3%
Q1 2015$10,485,000
+1.8%
114,084
-1.0%
1.91%
-48.9%
Q4 2014$10,300,000
+5.7%
115,179
+0.4%
3.74%
-9.9%
Q3 2014$9,741,000
-2.4%
114,737
-0.1%
4.15%
-2.7%
Q2 2014$9,984,000
+6.8%
114,835
+1.8%
4.27%
-3.2%
Q1 2014$9,346,000
+2.9%
112,835
-0.9%
4.41%
-18.6%
Q4 2013$9,082,000113,8445.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders