SVA Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 732 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 2.4%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$2,382,000
+14.1%
12,237
-0.2%
0.21%
+0.5%
Q3 2020$2,088,000
+8.8%
12,2610.0%0.21%
+1.0%
Q2 2020$1,919,000
+26.0%
12,261
+3.8%
0.20%
+17.1%
Q1 2020$1,523,000
+32.9%
11,811
+68.6%
0.18%
+66.7%
Q4 2019$1,146,000
+6.2%
7,007
-1.9%
0.10%
-0.9%
Q3 2019$1,079,000
-1.1%
7,145
-1.7%
0.11%
-0.9%
Q2 2019$1,091,000
+2.9%
7,269
-0.8%
0.11%
+4.9%
Q1 2019$1,060,000
+46.4%
7,327
+29.1%
0.10%
+25.9%
Q4 2018$724,000
-12.3%
5,675
+2.8%
0.08%
-3.6%
Q3 2018$826,000
+2.4%
5,519
-4.0%
0.08%
-3.4%
Q2 2018$807,000
-17.2%
5,749
-23.6%
0.09%
-27.5%
Q1 2018$975,000
+33.2%
7,526
+41.0%
0.12%
+39.5%
Q4 2017$732,000
-24.9%
5,337
-29.1%
0.09%
-28.3%
Q3 2017$975,000
+9.7%
7,526
+5.3%
0.12%
+4.3%
Q2 2017$889,000
+2.5%
7,1450.0%0.12%
-2.5%
Q1 2017$867,000
-5.0%
7,145
-9.8%
0.12%
-13.2%
Q4 2016$913,000
+39.6%
7,918
+34.7%
0.14%
+33.3%
Q3 2016$654,000
+8.1%
5,878
+4.1%
0.10%
+4.1%
Q2 2016$605,000
+2.2%
5,6460.0%0.10%0.0%
Q1 2016$592,000
-10.4%
5,646
-10.9%
0.10%
-14.0%
Q4 2015$661,000
+7.3%
6,340
+1.6%
0.11%
-0.9%
Q3 2015$616,000
+39.7%
6,240
+51.6%
0.12%
+42.0%
Q2 2015$441,000
-18.3%
4,117
-18.2%
0.08%
-18.2%
Q1 2015$540,000
+35.0%
5,032
+33.3%
0.10%
-31.7%
Q4 2014$400,000
+4.7%
3,7740.0%0.14%
-11.0%
Q3 2014$382,000
+9.1%
3,774
+9.8%
0.16%
+8.7%
Q2 2014$350,000
+4.5%
3,4360.0%0.15%
-5.1%
Q1 2014$335,000
+3.1%
3,436
+1.3%
0.16%
-18.6%
Q4 2013$325,0003,3910.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders