HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 682 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$483,079
+109.1%
3,636
+100.0%
0.07%
-6.8%
Q3 2022$231,000
-99.9%
1,8180.0%0.07%
-6.3%
Q2 2022$238,340,000
+79082.7%
1,8180.0%0.08%
-2.5%
Q1 2022$301,000
-9.3%
1,8180.0%0.08%
-31.4%
Q3 2021$332,000
-11.7%
1,818
-8.8%
0.12%
-17.5%
Q2 2021$376,000
+6.5%
1,9940.0%0.14%
-28.1%
Q1 2021$353,0001,9940.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 444,100$62,262,82025.94%
ACT WEALTH MANAGEMENT, LLC 187,391$26,272,24615.62%
Gleason Group, Inc. 232,366$32,577,7829.35%
MAYPORT, LLC 90,193$12,644,9957.91%
FC Advisory LLC 125,042$17,530,9437.74%
Van Cleef Asset Management,Inc 331,156$46,428,0907.25%
Applied Capital LLC 75,129$10,533,0907.03%
Firestone Capital Management 124,777$17,493,7436.30%
James J. Burns & Company, LLC 169,944$23,8256.14%
CYPRESS FINANCIAL PLANNING LLC 66,613$9,310,6035.67%
View complete list of VANGUARD INDEX FDS shareholders