Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,505,655
-10.0%
7,088
-6.7%
0.08%
-7.9%
Q2 2023$1,673,123
+7.9%
7,5950.0%0.09%
+3.5%
Q1 2023$1,550,228
+6.8%
7,5950.0%0.09%
+2.4%
Q4 2022$1,452,171
+6.5%
7,5950.0%0.08%
-15.2%
Q3 2022$1,363,000
-4.9%
7,5950.0%0.10%
-1.0%
Q2 2022$1,433,000
-12.7%
7,595
+5.4%
0.10%
+9.9%
Q1 2022$1,641,000
-5.7%
7,2070.0%0.09%
-5.2%
Q4 2021$1,740,000
-99.9%
7,207
-1.9%
0.10%
-4.0%
Q3 2021$1,630,905,000
-0.9%
7,344
-0.6%
0.10%
-1.0%
Q2 2021$1,646,514,000
+4.9%
7,389
-2.6%
0.10%
+6.3%
Q1 2021$1,568,867,000
+98323.3%
7,590
-7.3%
0.10%
-5.0%
Q4 2020$1,594,000
-99.9%
8,190
-4.7%
0.10%
-47.1%
Q3 2020$1,463,037,000
+8.7%
8,590
-15.8%
0.19%
+0.5%
Q2 2020$1,346,005,000
+18.9%
10,204
+16.2%
0.19%
-7.4%
Q1 2020$1,131,886,000
-27.9%
8,780
-8.5%
0.20%
-1.9%
Q4 2019$1,570,823,000
+113563.0%
9,600
+4.9%
0.21%
+1.5%
Q3 2019$1,382,000
-99.9%
9,1530.0%0.20%
-3.3%
Q2 2019$1,373,839,000
+15.9%
9,153
+11.8%
0.21%
+8.2%
Q1 2019$1,185,175,000
+113313.9%
8,1900.0%0.20%
-4.4%
Q4 2018$1,045,000
-14.7%
8,1900.0%0.20%
-15.0%
Q3 2018$1,225,000
+6.6%
8,1900.0%0.24%
-44.2%
Q2 2018$1,149,000
+3.3%
8,1900.0%0.43%
-6.9%
Q1 2018$1,112,000
-1.2%
8,1900.0%0.46%
-4.0%
Q4 2017$1,125,0008,1900.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders