Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$228,159
-3.6%
5810.0%0.01%
-7.7%
Q2 2023$236,630
+8.3%
5810.0%0.01%
+8.3%
Q1 2023$218,497
+7.0%
5810.0%0.01%0.0%
Q4 2022$204,129
+6.9%
5810.0%0.01%
-14.3%
Q3 2022$191,000
-5.4%
5810.0%0.01%0.0%
Q2 2022$202,000
-16.2%
5810.0%0.01%
+7.7%
Q1 2022$241,000
-5.1%
5810.0%0.01%
-7.1%
Q4 2021$254,000
-99.9%
5810.0%0.01%0.0%
Q3 2021$229,146,000
+0.2%
5810.0%0.01%0.0%
Q2 2021$228,635,000
+8.0%
5810.0%0.01%
+7.7%
Q1 2021$211,658,000
+95241.4%
581
-10.1%
0.01%
-7.1%
Q4 2020$222,000
-99.9%
6460.0%0.01%
-46.2%
Q3 2020$198,742,000
-2.2%
646
-98.4%
0.03%
-7.1%
Q2 2020$203,138,000
+8.3%
40,716
+5040.9%
0.03%
-17.6%
Q1 2020$187,561,000
-19.9%
7920.0%0.03%
+9.7%
Q4 2019$234,274,000
+148174.7%
792
+36.3%
0.03%
+34.8%
Q3 2019$158,000
-99.9%
5810.0%0.02%
-4.2%
Q2 2019$156,376,0005810.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders