SVA Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 801 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 4.19 and the average weighting 1.2%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$1,341,000
-3.4%
15,795
-10.1%
0.12%
-15.2%
Q3 2020$1,388,000
-8.3%
17,578
-8.8%
0.14%
-14.8%
Q2 2020$1,513,000
-49.5%
19,266
-55.1%
0.16%
-52.9%
Q1 2020$2,995,000
-23.6%
42,872
+1.5%
0.34%
-4.2%
Q4 2019$3,920,000
+3.6%
42,250
+4.1%
0.36%
-3.2%
Q3 2019$3,785,000
+7.9%
40,587
+1.1%
0.37%
+7.5%
Q2 2019$3,508,000
+2.3%
40,143
+1.7%
0.34%
+4.2%
Q1 2019$3,430,000
+42.0%
39,468
+21.9%
0.33%
+21.7%
Q4 2018$2,415,000
-11.2%
32,382
-4.0%
0.27%
-1.4%
Q3 2018$2,721,000
+0.1%
33,730
+1.1%
0.28%
-5.8%
Q2 2018$2,717,000
-16.3%
33,362
-14.6%
0.29%
-26.9%
Q1 2018$3,247,000
+7.6%
39,082
+7.5%
0.40%
+13.3%
Q4 2017$3,018,000
-7.1%
36,365
-7.0%
0.35%
-11.7%
Q3 2017$3,247,000
-2.8%
39,082
-2.6%
0.40%
-7.4%
Q2 2017$3,341,000
+2.5%
40,144
+1.7%
0.43%
-2.0%
Q1 2017$3,260,000
+72.2%
39,476
+72.1%
0.44%
+56.7%
Q4 2016$1,893,000
+114.9%
22,933
+125.8%
0.28%
+105.8%
Q3 2016$881,000
-15.2%
10,156
-13.3%
0.14%
-18.5%
Q2 2016$1,039,000
+86.9%
11,714
+76.5%
0.17%
+82.6%
Q1 2016$556,000
-20.5%
6,638
-24.3%
0.09%
-24.0%
Q4 2015$699,000
-0.6%
8,767
-5.9%
0.12%
-7.6%
Q3 2015$703,000
+1.0%
9,3120.0%0.13%
+2.3%
Q2 2015$696,000
-16.5%
9,312
-5.9%
0.13%
-15.8%
Q1 2015$834,000
+35.4%
9,897
+30.2%
0.15%
-32.1%
Q4 2014$616,000
+14.5%
7,600
+1.5%
0.22%
-2.2%
Q3 2014$538,000
-0.7%
7,491
+3.4%
0.23%
-1.3%
Q2 2014$542,000
+119.4%
7,243
+106.9%
0.23%
+98.3%
Q1 2014$247,000
-7.8%
3,501
-15.8%
0.12%
-26.9%
Q4 2013$268,0004,1560.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders