Heritage Way Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Heritage Way Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$2,611,000
+8.7%
10,8130.0%0.98%
-2.0%
Q3 2021$2,401,000
-0.3%
10,8130.0%1.00%
+0.7%
Q2 2021$2,409,000
+14.9%
10,813
+6.6%
0.99%
+7.7%
Q1 2021$2,097,000
+7.2%
10,146
+0.9%
0.92%
+1.9%
Q4 2020$1,957,000
+13.4%
10,056
-0.7%
0.90%
-0.4%
Q3 2020$1,725,000
+9.5%
10,131
+0.7%
0.91%
-1.5%
Q2 2020$1,575,000
+21.0%
10,059
-0.4%
0.92%
-1.7%
Q1 2020$1,302,00010,0990.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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