HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$382,097
+97.0%
1,793
+97.5%
0.06%
-11.3%
Q3 2022$194,000
-99.9%
908
-5.9%
0.06%
-13.9%
Q2 2022$215,188,000
+71391.0%
965
-7.7%
0.07%
-11.1%
Q1 2022$301,000
-2.3%
1,045
-1.6%
0.08%
-26.4%
Q3 2021$308,000
-1.0%
1,062
-1.9%
0.11%
-6.8%
Q2 2021$311,000
+2.0%
1,083
-8.8%
0.12%
-31.4%
Q1 2021$305,0001,1870.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders