Heritage Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,357,420
-3.6%
16,1890.0%0.99%
+2.8%
Q2 2023$6,593,455
+8.1%
16,189
-0.2%
0.96%
+0.6%
Q1 2023$6,099,480
+7.0%
16,2190.0%0.96%
+3.3%
Q4 2022$5,698,383
-18.5%
16,219
-23.9%
0.93%
-24.1%
Q3 2022$6,996,000
-5.3%
21,3090.0%1.22%
+1.1%
Q2 2022$7,391,000
+2448.6%
21,309
+2957.2%
1.21%
+2851.2%
Q1 2022$290,000
-4.9%
6970.0%0.04%
+5.1%
Q4 2021$305,000
+10.5%
697
-0.4%
0.04%0.0%
Q3 2021$276,000
+22.7%
700
+22.8%
0.04%
+21.9%
Q2 2021$225,000
+8.2%
5700.0%0.03%0.0%
Q1 2021$208,000
-17.5%
570
-22.2%
0.03%
-22.0%
Q4 2020$252,000
+11.5%
7330.0%0.04%
-2.4%
Q3 2020$226,000
+107.3%
733
+54.6%
0.04%
-6.7%
Q4 2018$109,000
-14.2%
4740.0%0.04%
-2.2%
Q3 2018$127,000
+7.6%
4740.0%0.05%
+4.5%
Q2 2018$118,000
+7.3%
474
+4.4%
0.04%
+7.3%
Q1 2018$110,000
-13.4%
454
-12.2%
0.04%
-10.9%
Q4 2017$127,000
+6.7%
5170.0%0.05%
+4.5%
Q3 2017$119,000
+3.5%
5170.0%0.04%0.0%
Q2 2017$115,000
-38.8%
517
-40.4%
0.04%
-38.9%
Q1 2017$188,0008670.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders