Heritage Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,463,014
-5.3%
13,027
-0.4%
0.38%
+0.8%
Q2 2023$2,601,083
+4.9%
13,0780.0%0.38%
-2.3%
Q1 2023$2,479,065
+3.3%
13,0780.0%0.39%
-0.3%
Q4 2022$2,400,336
-23.3%
13,078
-28.6%
0.39%
-28.5%
Q3 2022$3,129,000
-3.0%
18,3080.0%0.55%
+3.6%
Q2 2022$3,225,000
+1272.3%
18,308
+1552.3%
0.53%
+1500.0%
Q1 2022$235,000
-6.0%
1,1080.0%0.03%
+3.1%
Q4 2021$250,000
+3.3%
1,1080.0%0.03%
-5.9%
Q3 2021$242,000
-2.8%
1,1080.0%0.03%
-5.6%
Q2 2021$249,000
+5.1%
1,1080.0%0.04%0.0%
Q1 2021$237,000
-7.1%
1,108
-15.3%
0.04%
-12.2%
Q4 2020$255,000
+7.1%
1,308
-15.5%
0.04%
-6.8%
Q3 2020$238,000
+12.8%
1,548
+6.7%
0.04%
+7.3%
Q2 2020$211,000
-2.3%
1,451
+11.3%
0.04%
-4.7%
Q4 2019$216,000
-6.1%
1,304
-12.8%
0.04%
-14.0%
Q3 2019$230,000
-33.9%
1,495
-32.7%
0.05%
-35.1%
Q2 2019$348,000
+11.5%
2,221
+8.8%
0.08%
+6.9%
Q1 2019$312,000
+1256.5%
2,041
+1079.8%
0.07%
+700.0%
Q4 2018$23,000
+109.1%
173
+158.2%
0.01%
+125.0%
Q3 2018$11,000
+10.0%
670.0%0.00%0.0%
Q2 2018$10,0000.0%670.0%0.00%0.0%
Q1 2018$10,000
+42.9%
67
+45.7%
0.00%
+33.3%
Q4 2017$7,0000.0%460.0%0.00%0.0%
Q3 2017$7,000460.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders