SVA Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$8,325,000
+9.8%
47,370
-2.2%
0.73%
-3.3%
Q3 2020$7,580,000
+9.0%
48,451
-0.3%
0.75%
+1.2%
Q2 2020$6,952,000
+20.2%
48,616
-0.5%
0.74%
+11.7%
Q1 2020$5,785,000
-26.4%
48,849
-8.2%
0.66%
-7.9%
Q4 2019$7,863,000
+10.3%
53,184
+1.7%
0.72%
+3.1%
Q3 2019$7,126,000
-0.7%
52,273
-1.9%
0.70%
-1.1%
Q2 2019$7,176,000
+2.2%
53,263
-1.6%
0.71%
+4.1%
Q1 2019$7,023,000
+8.1%
54,105
-4.4%
0.68%
-7.1%
Q4 2018$6,498,000
-13.6%
56,575
+0.5%
0.73%
-4.3%
Q3 2018$7,518,000
+6.2%
56,307
-0.7%
0.76%0.0%
Q2 2018$7,077,000
-6.7%
56,728
-13.7%
0.76%
-18.5%
Q1 2018$7,584,000
+1.8%
65,721
+8.2%
0.94%
+7.3%
Q4 2017$7,449,000
-1.8%
60,768
-7.5%
0.87%
-6.8%
Q3 2017$7,584,000
+2.5%
65,721
-1.4%
0.94%
-2.3%
Q2 2017$7,402,000
+2.5%
66,672
-0.2%
0.96%
-2.0%
Q1 2017$7,220,000
+18.7%
66,794
+12.4%
0.98%
+8.1%
Q4 2016$6,082,000
+2.8%
59,408
-0.4%
0.91%
-1.6%
Q3 2016$5,917,000
+4.6%
59,670
+1.1%
0.92%
+0.8%
Q2 2016$5,659,000
+0.9%
59,040
-1.1%
0.91%
-1.6%
Q1 2016$5,610,000
+3.7%
59,670
+3.1%
0.93%
-0.7%
Q4 2015$5,409,000
+13.6%
57,853
+7.0%
0.94%
+5.4%
Q3 2015$4,761,000
+2.4%
54,076
+10.3%
0.89%
+3.9%
Q2 2015$4,650,000
-0.6%
49,038
-0.2%
0.86%
+0.1%
Q1 2015$4,678,000
+1.5%
49,134
+0.6%
0.85%
-49.0%
Q4 2014$4,608,000
+5.7%
48,817
+1.3%
1.67%
-10.0%
Q3 2014$4,361,000
-0.8%
48,204
-1.3%
1.86%
-1.1%
Q2 2014$4,395,000
+4.1%
48,826
-0.5%
1.88%
-5.8%
Q1 2014$4,223,0000.0%49,095
-1.4%
1.99%
-20.8%
Q4 2013$4,223,00049,7962.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders