Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 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 Q4 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders