HERITAGE INVESTORS MANAGEMENT CORP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.69 and the average weighting 2.5%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,910
-13.2%
17,597
-10.0%
0.29%
-9.4%
Q2 2023$7,963
+15.0%
19,542
+6.2%
0.32%
+7.4%
Q1 2023$6,922
+5.6%
18,404
-1.4%
0.30%
-0.7%
Q4 2022$6,554
-99.8%
18,657
+73.1%
0.30%
+68.0%
Q3 2022$3,538,000
-6.9%
10,780
-1.6%
0.18%0.0%
Q2 2022$3,799,000
-16.6%
10,955
-0.1%
0.18%
-2.2%
Q1 2022$4,556,000
+3.3%
10,970
+8.5%
0.18%
+6.4%
Q4 2021$4,412,000
+6.8%
10,110
-3.5%
0.17%
-1.7%
Q3 2021$4,133,000
+0.7%
10,480
+0.5%
0.17%
+1.2%
Q2 2021$4,106,000
-3.1%
10,433
-10.3%
0.17%
-8.5%
Q1 2021$4,239,000
+12.9%
11,637
+6.5%
0.19%
+5.6%
Q4 2020$3,754,000
+323.7%
10,924
+279.4%
0.18%
+270.8%
Q3 2020$886,000
+1.5%
2,879
-6.5%
0.05%
-5.9%
Q2 2020$873,000
+9.1%
3,079
-8.9%
0.05%
-8.9%
Q1 2020$800,000
-20.0%
3,3800.0%0.06%
+5.7%
Q4 2019$1,000,000
+8.6%
3,3800.0%0.05%0.0%
Q3 2019$921,000
+14.8%
3,380
+13.4%
0.05%
+15.2%
Q2 2019$802,000
+116.8%
2,980
+109.1%
0.05%
+109.1%
Q1 2019$370,000
+69.7%
1,425
+50.0%
0.02%
+46.7%
Q4 2018$218,000
-14.2%
9500.0%0.02%0.0%
Q3 2018$254,000
+7.2%
9500.0%0.02%0.0%
Q2 2018$237,000
-14.7%
950
-17.3%
0.02%
-11.8%
Q1 2018$278,000
-1.4%
1,1490.0%0.02%0.0%
Q4 2017$282,000
+4.8%
1,149
-1.3%
0.02%0.0%
Q3 2017$269,000
+8.0%
1,164
+3.9%
0.02%0.0%
Q2 2017$249,000
-86.8%
1,120
-88.6%
0.02%
-88.0%
Q2 2016$1,883,0009,7950.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders