Heritage Financial Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,158,680
-0.9%
4,255
+3.0%
0.23%
-3.4%
Q2 2023$1,169,191
+5.9%
4,132
-6.7%
0.23%
-2.9%
Q1 2023$1,104,271
+20.9%
4,427
+3.3%
0.24%
+4.3%
Q4 2022$913,176
+3.3%
4,285
+3.7%
0.23%
-57.0%
Q3 2022$884,000
-3.9%
4,1320.0%0.54%
+4.7%
Q2 2022$920,000
-22.6%
4,1320.0%0.51%
-34.0%
Q1 2022$1,188,000
-10.9%
4,132
-0.6%
0.78%
-25.6%
Q4 2021$1,333,0004,1571.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders