Heritage Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,343 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 3.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$470,150
-11.7%
6,214
-2.5%
0.07%
-6.4%
Q2 2023$532,610
+0.6%
6,3740.0%0.08%
-6.0%
Q1 2023$529,297
+0.7%
6,3740.0%0.08%
-3.5%
Q4 2022$525,728
+2.9%
6,3740.0%0.09%
-3.4%
Q3 2022$511,000
-12.0%
6,3740.0%0.09%
-6.3%
Q2 2022$581,000
-19.3%
6,374
-4.1%
0.10%
-6.9%
Q1 2022$720,000
-6.7%
6,6490.0%0.10%
+3.0%
Q4 2021$772,000
+14.0%
6,6490.0%0.10%
+4.2%
Q3 2021$677,000
-2.3%
6,649
-2.3%
0.10%
-4.0%
Q2 2021$693,000
+10.9%
6,808
+0.1%
0.10%
+4.2%
Q1 2021$625,000
+8.1%
6,7990.0%0.10%
+1.1%
Q4 2020$578,000
+3.8%
6,799
-3.6%
0.09%
-9.6%
Q3 2020$557,000
+0.5%
7,0550.0%0.10%
-4.6%
Q2 2020$554,000
-77.7%
7,055
-80.1%
0.11%
-82.4%
Q1 2020$2,481,000
-31.5%
35,536
-8.9%
0.62%
-14.5%
Q4 2019$3,620,000
-6.0%
39,022
-5.6%
0.72%
-13.1%
Q3 2019$3,853,000
+5.6%
41,319
-1.0%
0.83%
+2.7%
Q2 2019$3,649,000
-1.3%
41,743
-1.8%
0.81%
-4.9%
Q1 2019$3,696,000
+10.8%
42,526
-5.0%
0.85%
-38.1%
Q4 2018$3,337,000
-8.5%
44,765
-1.0%
1.38%
+5.2%
Q3 2018$3,648,000
-1.6%
45,216
-0.7%
1.31%
-6.1%
Q2 2018$3,709,000
+8.1%
45,531
+0.2%
1.39%
+8.7%
Q1 2018$3,430,000
-14.0%
45,441
-5.4%
1.28%
-10.5%
Q4 2017$3,987,000
-4.5%
48,052
-4.4%
1.43%
-6.8%
Q3 2017$4,177,000
-10.5%
50,272
-10.4%
1.54%
-14.6%
Q2 2017$4,667,000
-10.1%
56,083
-10.8%
1.80%
-9.1%
Q1 2017$5,194,00062,8861.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,374,356$195,836,88350.47%
LifeGuide Financial Advisors, LLC 496,644$40,963,19635.52%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,424,154$529,86427.58%
Gibson Capital, LLC 1,037,595$85,580,52225.48%
Seven Post Investment Office LP 752,486$62,065,01921.82%
Passive Capital Management, LLC. 534,787$44,109,19220.07%
Fairfield University 201,998$16,660,75913.84%
VISTA CAPITAL PARTNERS, INC. 1,054,461$86,971,92913.56%
Michelson Medical Research Foundation, Inc. 226,480$18,680,07012.10%
Iyo Bank, Ltd. 235,715$19,44211.45%
View complete list of VANGUARD INDEX FDS shareholders