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 ↓
Adventist Health System/ West 2,321,982$363,460,00077.42%
Rainwater Charitable Foundation 715,578$112,009,00076.29%
Ebor Charitable Trust 360,850$56,484,00062.87%
VIEWPOINT INVESTMENT PARTNERS CORP 420,496$65,820,00061.89%
AEGON USA Investment Management, LLC 999,550$156,460,00058.10%
Cabot-Wellington, LLC 521,031$81,557,00055.15%
Gibson Capital, LLC 974,127$152,357,00053.72%
University of Maryland Foundation, Inc. 231,555$36,245,00052.60%
Summit Financial, LLC 1,864,520$291,853,288,00051.68%
Consolidated Planning Corp 333,129$52,144,00051.13%
View complete list of VANGUARD INDEX FDS shareholders