SVA Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$10,901,000
+14.9%
52,721
-2.1%
0.95%
+1.1%
Q3 2020$9,490,000
+4.9%
53,843
-2.4%
0.94%
-2.7%
Q2 2020$9,046,000
+15.1%
55,187
-7.5%
0.97%
+7.1%
Q1 2020$7,858,000
-22.9%
59,686
+4.3%
0.90%
-3.5%
Q4 2019$10,196,000
+7.1%
57,221
+0.7%
0.94%
+0.1%
Q3 2019$9,519,000
-0.5%
56,798
-0.8%
0.93%
-0.8%
Q2 2019$9,571,000
+1.7%
57,257
-2.2%
0.94%
+3.6%
Q1 2019$9,409,000
+13.0%
58,531
-2.9%
0.91%
-2.9%
Q4 2018$8,327,000
-6.3%
60,264
+11.3%
0.94%
+3.7%
Q3 2018$8,890,000
+5.3%
54,145
+1.1%
0.90%
-1.0%
Q2 2018$8,445,000
+1.8%
53,574
-5.0%
0.91%
-11.0%
Q1 2018$8,293,000
-2.2%
56,419
+3.0%
1.02%
+3.1%
Q4 2017$8,476,000
+2.2%
54,759
-2.9%
0.99%
-3.0%
Q3 2017$8,293,000
+3.4%
56,419
+0.2%
1.02%
-1.4%
Q2 2017$8,024,000
+4.3%
56,300
+1.9%
1.04%
-0.4%
Q1 2017$7,693,000
+4.1%
55,250
-1.6%
1.04%
-5.2%
Q4 2016$7,388,000
+1.7%
56,127
-0.0%
1.10%
-2.7%
Q3 2016$7,266,000
+0.8%
56,136
-3.7%
1.13%
-2.8%
Q2 2016$7,205,000
+1.7%
58,282
-0.2%
1.16%
-0.8%
Q1 2016$7,082,000
+1.3%
58,416
+0.3%
1.17%
-3.1%
Q4 2015$6,993,000
+1.2%
58,218
-1.7%
1.21%
-6.1%
Q3 2015$6,912,000
-6.7%
59,248
+1.9%
1.29%
-5.4%
Q2 2015$7,406,000
-3.1%
58,115
+0.9%
1.36%
-2.2%
Q1 2015$7,640,000
+34.1%
57,572
+24.8%
1.39%
-32.6%
Q4 2014$5,698,000
+4.8%
46,115
-0.5%
2.07%
-10.7%
Q3 2014$5,436,000
-1.1%
46,343
+0.0%
2.32%
-1.4%
Q2 2014$5,498,000
-24.8%
46,326
-28.0%
2.35%
-31.9%
Q1 2014$7,307,000
+1.4%
64,330
-1.8%
3.45%
-19.7%
Q4 2013$7,206,00065,4964.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders