Heritage Financial Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$768,406
-17.3%
3,690
-12.5%
0.15%
-19.4%
Q2 2023$928,635
+22.8%
4,218
+17.7%
0.19%
+12.7%
Q1 2023$755,938
-23.3%
3,584
-25.9%
0.16%
-34.0%
Q4 2022$985,829
+46.5%
4,837
+35.0%
0.25%
-38.7%
Q3 2022$673,000
-4.5%
3,5840.0%0.41%
+3.8%
Q2 2022$705,000
-19.5%
3,584
-2.7%
0.39%
-31.4%
Q1 2022$876,000
-2.3%
3,684
+4.6%
0.57%
-18.4%
Q4 2021$897,0003,5230.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders