Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 727 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 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 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders