Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 506 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$77,129
-5.3%
3960.0%0.00%0.0%
Q2 2023$81,485
+5.6%
3960.0%0.00%0.0%
Q1 2023$77,176
+0.8%
396
-7.0%
0.00%0.0%
Q4 2022$76,578
+12.6%
426
+7.6%
0.00%
-20.0%
Q3 2022$68,000
-1.4%
3960.0%0.01%0.0%
Q2 2022$69,000
-21.6%
3960.0%0.01%0.0%
Q1 2022$88,000
+166.7%
396
+207.0%
0.01%
+150.0%
Q4 2021$33,000
-99.9%
1290.0%0.00%0.0%
Q3 2021$30,483,000
-0.0%
1290.0%0.00%0.0%
Q2 2021$30,489,000
+10.1%
1290.0%0.00%0.0%
Q1 2021$27,682,000
+138310.0%
129
+34.4%
0.00%
+100.0%
Q4 2020$20,000
-99.9%
960.0%0.00%
-50.0%
Q3 2020$17,293,000
+9.0%
96
-97.2%
0.00%0.0%
Q2 2020$15,863,0003,4330.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders