Heritage Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$277,928
-2.9%
2,0150.0%0.04%
+2.4%
Q2 2023$286,332
+2.9%
2,0150.0%0.04%
-4.5%
Q1 2023$278,291
-1.6%
2,0150.0%0.04%
-4.3%
Q4 2022$282,846
+13.6%
2,0150.0%0.05%
+4.5%
Q3 2022$249,000
-6.4%
2,0150.0%0.04%0.0%
Q2 2022$266,000
-10.7%
2,0150.0%0.04%
+4.8%
Q1 2022$298,000
+0.7%
2,0150.0%0.04%
+10.5%
Q4 2021$296,000
+5.3%
2,015
-3.1%
0.04%
-5.0%
Q3 2021$281,000
-23.4%
2,079
-22.0%
0.04%
-23.1%
Q2 2021$367,000
+4.6%
2,6670.0%0.05%
-3.7%
Q1 2021$351,000
+10.7%
2,6670.0%0.05%
+5.9%
Q4 2020$317,000
+58.5%
2,667
+39.3%
0.05%
+37.8%
Q3 2020$200,000
-16.0%
1,914
-3.5%
0.04%
-22.9%
Q4 2019$238,000
-76.5%
1,983
-78.2%
0.05%
-78.1%
Q3 2019$1,013,000
-4.6%
9,076
-5.2%
0.22%
-7.2%
Q2 2019$1,062,000
+3.0%
9,5780.0%0.24%
-0.8%
Q1 2019$1,031,000
+370.8%
9,578
+328.4%
0.24%
+164.4%
Q4 2018$219,000
-9.9%
2,236
+1.7%
0.09%
+3.4%
Q3 2018$243,000
+6.6%
2,1990.0%0.09%
+1.2%
Q2 2018$228,000
+3.2%
2,199
+2.5%
0.09%
+3.6%
Q1 2018$221,000
+1478.6%
2,146
+1477.9%
0.08%
+1560.0%
Q4 2017$14,0000.0%1360.0%0.01%0.0%
Q3 2017$14,000
+7.7%
1360.0%0.01%0.0%
Q2 2017$13,000
-48.0%
136
-47.9%
0.01%
-50.0%
Q1 2017$25,0002610.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders