SVA Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$13,153,000
+13.3%
62,021
-3.8%
1.15%
-0.3%
Q3 2020$11,610,000
+9.1%
64,4500.0%1.15%
+1.2%
Q2 2020$10,639,000
+29.5%
64,450
-0.6%
1.14%
+20.5%
Q1 2020$8,216,000
-19.5%
64,854
+0.9%
0.94%
+0.9%
Q4 2019$10,204,000
+8.0%
64,265
+0.8%
0.94%
+1.0%
Q3 2019$9,444,000
-0.8%
63,7660.0%0.93%
-1.2%
Q2 2019$9,521,000
+0.8%
63,766
-3.6%
0.94%
+2.6%
Q1 2019$9,446,000
+16.4%
66,162
-2.4%
0.91%0.0%
Q4 2018$8,117,000
-19.2%
67,821
-3.8%
0.91%
-10.5%
Q3 2018$10,043,000
+5.8%
70,478
-0.2%
1.02%
-0.5%
Q2 2018$9,490,000
+8.0%
70,604
-2.2%
1.02%
-5.6%
Q1 2018$8,791,000
-3.6%
72,206
+1.1%
1.09%
+1.6%
Q4 2017$9,118,000
+3.7%
71,392
-1.1%
1.07%
-1.6%
Q3 2017$8,791,000
+1.3%
72,206
-2.1%
1.09%
-3.5%
Q2 2017$8,680,000
+3.6%
73,756
-0.5%
1.12%
-1.0%
Q1 2017$8,376,000
+5.3%
74,153
-1.5%
1.14%
-4.2%
Q4 2016$7,955,000
-2.7%
75,283
-2.0%
1.19%
-6.8%
Q3 2016$8,173,000
+2.7%
76,818
-1.7%
1.27%
-1.1%
Q2 2016$7,961,000
-0.1%
78,129
-1.7%
1.29%
-2.5%
Q1 2016$7,966,000
+0.9%
79,454
+0.4%
1.32%
-3.4%
Q4 2015$7,895,000
+0.4%
79,175
-2.1%
1.37%
-6.9%
Q3 2015$7,865,000
-9.3%
80,853
-0.6%
1.47%
-8.0%
Q2 2015$8,672,000
-1.9%
81,370
-0.6%
1.60%
-1.1%
Q1 2015$8,842,000
+3.6%
81,858
-2.5%
1.61%
-47.9%
Q4 2014$8,534,000
+5.7%
83,989
+0.1%
3.10%
-10.0%
Q3 2014$8,075,000
+0.6%
83,866
+0.7%
3.44%
+0.3%
Q2 2014$8,028,000
+4.9%
83,302
+0.8%
3.43%
-5.0%
Q1 2014$7,655,000
+2.1%
82,655
-0.5%
3.61%
-19.2%
Q4 2013$7,500,00083,1044.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders