Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,088 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.8%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$772,540
-13.5%
4,086
-9.0%
0.04%
-10.6%
Q2 2023$892,618
+15.2%
4,488
+9.8%
0.05%
+9.3%
Q1 2023$774,542
+2.5%
4,086
-0.7%
0.04%
-2.3%
Q4 2022$755,451
+8.9%
4,116
+1.4%
0.04%
-12.0%
Q3 2022$694,000
-2.9%
4,0610.0%0.05%0.0%
Q2 2022$715,000
-17.1%
4,0610.0%0.05%
+4.2%
Q1 2022$863,000
-16.3%
4,061
-11.0%
0.05%
-15.8%
Q4 2021$1,031,000
-99.9%
4,5610.0%0.06%
-6.6%
Q3 2021$997,354,000
-2.9%
4,5610.0%0.06%
-3.2%
Q2 2021$1,027,502,000
+113.0%
4,561
+102.4%
0.06%
+117.2%
Q1 2021$482,322,000
+109768.3%
2,2530.0%0.03%
+7.4%
Q4 2020$439,000
-99.9%
2,2530.0%0.03%
-40.0%
Q3 2020$346,511,000
+5.4%
2,253
-21.7%
0.04%
-2.2%
Q2 2020$328,635,000
+26.4%
2,879
+27.8%
0.05%
-2.1%
Q1 2020$260,086,000
-30.3%
2,2530.0%0.05%
-4.1%
Q4 2019$373,187,000
+2870569.2%
2,253
+2460.2%
0.05%
+2350.0%
Q3 2019$13,000
-100.0%
88
-47.6%
0.00%
-50.0%
Q2 2019$26,374,0001680.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 202,014$29,858,00026.30%
MOLLER WEALTH PARTNERS 256,159$37,860,00014.41%
Water Oak Advisors LLC 128,923$19,055,00014.10%
ACORNS SECURITIES, LLC 625,796$92,493,00014.02%
FIDUCIENT ADVISORS LLC 132,646$19,605,00012.48%
VISTA CAPITAL PARTNERS, INC. 350,718$51,836,00011.74%
Millburn Ridgefield Corp 1,474,968$218,000,00011.45%
Annex Advisory Services, LLC 304,378$44,987,0008.50%
Cranberry Lake Advisors LLC 87,761$12,971,0008.30%
Catalyst Capital Advisors LLC 1,473,210$217,740,0008.06%
View complete list of VANGUARD INDEX FDS shareholders