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 ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders