HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,390 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$556,183
+106.8%
6,743
+100.7%
0.08%
-8.1%
Q3 2022$269,000
-99.9%
3,359
+0.5%
0.09%
-14.9%
Q2 2022$304,539,000
+84494.2%
3,343
+0.5%
0.10%
+4.1%
Q1 2022$360,000
+30.0%
3,326
+22.3%
0.10%
-2.0%
Q3 2021$277,000
+0.7%
2,720
+0.6%
0.10%
-4.8%
Q2 2021$275,000
+11.3%
2,704
+0.7%
0.10%
-25.2%
Q1 2021$247,0002,6860.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,369,281$217,642,15353.00%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$793,515,00029.37%
Gibson Capital, LLC 1,011,740$92,771,00025.91%
Seven Post Investment Office LP 766,908$70,448,00024.63%
SMI Advisory Services, LLC 352,677$32,397,00014.70%
VISTA CAPITAL PARTNERS, INC. 939,717$86,322,00013.38%
McCutchen Group LLC 516,049$47,404,0009.52%
Fort Henry Capital, LLC 107,190$9,846,0009.32%
Coco Enterprises, LLC 99,753$9,219,0008.62%
Gunma Bank,Ltd. 162,000$14,881,0008.50%
View complete list of VANGUARD INDEX FDS shareholders