Heritage Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 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 Q3 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders