SVA Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$8,069,000
+22.2%
30,145
-1.9%
0.70%
+7.5%
Q3 2020$6,603,000
+7.8%
30,723
+0.1%
0.65%0.0%
Q2 2020$6,127,000
+32.2%
30,696
-0.4%
0.65%
+22.9%
Q1 2020$4,634,000
-28.6%
30,829
-5.6%
0.53%
-10.6%
Q4 2019$6,493,000
+9.0%
32,675
-0.1%
0.60%
+1.9%
Q3 2019$5,957,000
-2.0%
32,724
+0.3%
0.58%
-2.3%
Q2 2019$6,076,000
+1.5%
32,631
-2.0%
0.60%
+3.5%
Q1 2019$5,984,000
+17.1%
33,297
-1.9%
0.58%
+0.5%
Q4 2018$5,110,000
-21.7%
33,931
-2.7%
0.58%
-13.3%
Q3 2018$6,529,000
+5.6%
34,856
-0.9%
0.66%
-0.6%
Q2 2018$6,181,000
+9.0%
35,158
-5.4%
0.67%
-4.9%
Q1 2018$5,673,000
-1.5%
37,163
+3.8%
0.70%
+3.9%
Q4 2017$5,758,000
+1.5%
35,800
-3.7%
0.68%
-3.7%
Q3 2017$5,673,000
+4.9%
37,163
+0.1%
0.70%0.0%
Q2 2017$5,408,000
+2.2%
37,111
-1.3%
0.70%
-2.4%
Q1 2017$5,291,000
-1.4%
37,613
-6.7%
0.72%
-10.2%
Q4 2016$5,368,000
-0.7%
40,315
-1.7%
0.80%
-5.0%
Q3 2016$5,406,000
+2.9%
41,024
-3.3%
0.84%
-0.8%
Q2 2016$5,256,000
+0.8%
42,421
-3.2%
0.85%
-1.6%
Q1 2016$5,214,000
-0.9%
43,811
+1.1%
0.86%
-5.2%
Q4 2015$5,262,000
+1.4%
43,334
-1.6%
0.91%
-5.9%
Q3 2015$5,187,000
-13.2%
44,036
-1.1%
0.97%
-12.1%
Q2 2015$5,979,000
+1.1%
44,540
-0.8%
1.10%
+1.9%
Q1 2015$5,915,000
+3.2%
44,882
-1.4%
1.08%
-48.2%
Q4 2014$5,733,000
+6.0%
45,520
+1.3%
2.08%
-9.6%
Q3 2014$5,406,000
-6.1%
44,915
-0.7%
2.30%
-6.5%
Q2 2014$5,760,000
+2.8%
45,219
+0.2%
2.46%
-6.9%
Q1 2014$5,605,000
+1.2%
45,119
-0.4%
2.65%
-20.0%
Q4 2013$5,541,00045,3043.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders