Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 558 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$255,241
-5.4%
1,9490.0%0.01%0.0%
Q2 2023$269,703
+3.2%
1,9490.0%0.01%
-6.7%
Q1 2023$261,302
-0.9%
1,9490.0%0.02%0.0%
Q4 2022$263,583
+11.2%
1,9490.0%0.02%
-11.8%
Q3 2022$237,000
-6.0%
1,9490.0%0.02%
-5.6%
Q2 2022$252,000
-13.7%
1,9490.0%0.02%
+12.5%
Q1 2022$292,000
-0.3%
1,9490.0%0.02%0.0%
Q4 2021$293,000
-99.9%
1,9490.0%0.02%
-5.9%
Q3 2021$272,100,000
-0.6%
1,9490.0%0.02%0.0%
Q2 2021$273,835,000
+4.2%
1,9490.0%0.02%
+6.2%
Q1 2021$262,862,000
+114686.9%
1,949
+1.0%
0.02%
+14.3%
Q4 2020$229,000
-99.9%
1,9290.0%0.01%
-44.0%
Q3 2020$195,543,000
+5.8%
1,929
-54.4%
0.02%
-3.8%
Q2 2020$184,789,000
+17.8%
4,234
+119.5%
0.03%
-7.1%
Q1 2020$156,808,000
-31.8%
1,9290.0%0.03%
-6.7%
Q4 2019$229,918,000
+105853.0%
1,9290.0%0.03%
-6.2%
Q3 2019$217,000
-99.9%
1,9290.0%0.03%
-3.0%
Q2 2019$214,775,0001,9290.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders