Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,204,795
-7.2%
5,786
-1.9%
0.07%
-4.3%
Q2 2023$1,298,072
+10.1%
5,896
+5.5%
0.07%
+4.5%
Q1 2023$1,178,509
+6.5%
5,587
+2.9%
0.07%
+3.1%
Q4 2022$1,106,467
+12.4%
5,429
+3.7%
0.06%
-9.9%
Q3 2022$984,000
-4.6%
5,233
+0.0%
0.07%
-1.4%
Q2 2022$1,031,000
-17.1%
5,2320.0%0.07%
+4.3%
Q1 2022$1,244,000
-6.7%
5,2320.0%0.07%
-5.5%
Q4 2021$1,333,000
-99.9%
5,232
+0.0%
0.07%
-3.9%
Q3 2021$1,238,494,000
-0.2%
5,2310.0%0.08%0.0%
Q2 2021$1,241,490,000
+67.5%
5,231
+56.2%
0.08%
+68.9%
Q1 2021$741,090,000
+106993.9%
3,3480.0%0.04%
+4.7%
Q4 2020$692,000
-99.9%
3,348
+0.2%
0.04%
-43.4%
Q3 2020$588,880,000
+7.5%
3,341
-36.6%
0.08%
-1.3%
Q2 2020$547,627,000
+39.7%
5,267
+76.9%
0.08%
+10.0%
Q1 2020$391,881,000
-20.5%
2,977
+7.6%
0.07%
+7.7%
Q4 2019$492,855,000
+153917.2%
2,766
+44.6%
0.06%
+38.3%
Q3 2019$320,000
-99.9%
1,913
+2.0%
0.05%
-2.1%
Q2 2019$313,421,000
+14.5%
1,875
+10.1%
0.05%
+6.7%
Q1 2019$273,695,000
+116366.0%
1,703
+0.1%
0.04%
-2.2%
Q4 2018$235,000
-15.5%
1,702
+0.5%
0.05%
-14.8%
Q3 2018$278,000
+3.7%
1,6940.0%0.05%
-46.0%
Q2 2018$268,000
+2.7%
1,694
+0.1%
0.10%
-7.4%
Q1 2018$261,0000.0%1,692
+0.1%
0.11%
-3.6%
Q4 2017$261,000
+5.7%
1,690
+0.4%
0.11%
-9.7%
Q3 2017$247,000
+2.9%
1,6830.0%0.12%0.0%
Q2 2017$240,000
+10.1%
1,683
+7.7%
0.12%
+5.1%
Q1 2017$218,000
+5.8%
1,5630.0%0.12%
-12.6%
Q4 2016$206,000
-16.9%
1,563
-22.1%
0.14%
-19.2%
Q2 2016$248,000
+2.1%
2,006
+0.1%
0.17%
-12.1%
Q1 2016$243,000
+0.8%
2,003
+0.2%
0.19%
-6.4%
Q4 2015$241,0002,0000.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders