Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 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 Q3 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders