Heritage Financial Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,921,037
-12.2%
9,044
-9.0%
0.38%
-14.4%
Q2 2023$2,188,923
+6.0%
9,937
-1.8%
0.44%
-2.7%
Q1 2023$2,064,268
+12.1%
10,114
+5.0%
0.45%
-3.4%
Q4 2022$1,842,116
+105.6%
9,635
+92.9%
0.47%
-14.3%
Q3 2022$896,000
+56.1%
4,994
+64.0%
0.54%
+70.0%
Q2 2022$574,000
-27.3%
3,045
-12.2%
0.32%
-38.0%
Q1 2022$790,000
+20.1%
3,470
+27.2%
0.52%
+0.2%
Q4 2021$658,0002,7280.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders