Heritage Financial Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders