Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 897 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$293,188
-84.2%
1,949
-73.8%
0.01%
-84.7%
Q1 2024$1,857,173
+557.1%
7,433
+281.4%
0.08%
+507.1%
Q4 2023$282,624
+10.7%
1,9490.0%0.01%0.0%
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 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders