HERITAGE INVESTORS MANAGEMENT CORP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,516
-5.6%
69,689
-0.2%
0.61%
-1.5%
Q2 2023$15,374
+5.5%
69,830
+1.1%
0.62%
-1.3%
Q1 2023$14,574
+2.8%
69,097
-0.6%
0.62%
-3.4%
Q4 2022$14,173
-99.9%
69,538
+0.7%
0.65%
-1.2%
Q3 2022$12,977,000
-2.2%
69,036
+2.6%
0.65%
+5.0%
Q2 2022$13,268,000
-14.9%
67,309
+2.8%
0.62%
-0.2%
Q1 2022$15,589,000
-6.1%
65,455
+0.5%
0.62%
-3.3%
Q4 2021$16,599,000
+10.0%
65,153
+2.2%
0.64%
+1.7%
Q3 2021$15,096,000
+9.9%
63,760
+10.2%
0.63%
+10.3%
Q2 2021$13,737,000
+24.2%
57,877
+15.8%
0.58%
+17.1%
Q1 2021$11,062,000
+9.1%
49,977
+1.9%
0.49%
+2.1%
Q4 2020$10,142,000
+23.2%
49,050
+5.0%
0.48%
+8.6%
Q3 2020$8,235,000
+15.2%
46,719
+7.2%
0.44%
+6.7%
Q2 2020$7,146,000
+84.6%
43,596
+48.3%
0.42%
+52.6%
Q1 2020$3,871,000
-28.3%
29,400
-2.9%
0.27%
-4.9%
Q4 2019$5,397,000
+5.0%
30,290
-1.2%
0.29%
-2.4%
Q3 2019$5,139,000
+12.2%
30,665
+12.0%
0.29%
+11.4%
Q2 2019$4,579,000
+4.3%
27,390
+0.3%
0.26%
+0.8%
Q1 2019$4,389,000
+18.8%
27,305
+2.2%
0.26%
+5.7%
Q4 2018$3,694,000
-19.8%
26,730
-4.7%
0.25%
-6.8%
Q3 2018$4,605,000
+6.8%
28,049
+2.6%
0.26%
+0.4%
Q2 2018$4,311,000
+6.4%
27,349
+4.1%
0.26%
+4.3%
Q1 2018$4,053,000
-0.8%
26,284
-0.4%
0.25%
+2.4%
Q4 2017$4,085,000
+4.7%
26,395
-0.6%
0.25%
-1.6%
Q3 2017$3,902,000
+10.5%
26,545
+7.1%
0.25%
+5.9%
Q2 2017$3,532,000
-4.6%
24,785
-6.8%
0.24%
-6.7%
Q1 2017$3,702,000
+1.5%
26,585
-4.1%
0.25%
-1.9%
Q4 2016$3,649,000
+2.7%
27,720
+0.9%
0.26%
-1.1%
Q3 2016$3,554,000
+3.9%
27,460
-0.7%
0.26%
+1.2%
Q2 2016$3,420,000
+2.0%
27,660
-0.0%
0.26%
+0.4%
Q1 2016$3,354,000
+0.6%
27,670
-0.4%
0.26%
-2.3%
Q4 2015$3,335,000
+1.6%
27,770
-1.3%
0.26%
-2.9%
Q3 2015$3,282,000
-6.0%
28,130
+2.7%
0.27%
+1.5%
Q2 2015$3,491,000
-4.6%
27,395
-0.7%
0.27%
-5.0%
Q1 2015$3,659,000
+0.8%
27,575
-6.2%
0.28%0.0%
Q4 2014$3,631,000
+11.0%
29,385
+5.4%
0.28%
+7.2%
Q3 2014$3,270,000
-1.4%
27,875
-0.3%
0.26%
-1.9%
Q2 2014$3,318,000
+3.0%
27,962
-1.4%
0.27%
-1.5%
Q1 2014$3,222,000
+2.5%
28,372
-0.7%
0.27%
+0.7%
Q4 2013$3,142,000
+5.6%
28,562
-1.6%
0.27%
-3.9%
Q3 2013$2,976,000
+7.2%
29,037
-0.5%
0.28%
+2.6%
Q2 2013$2,777,00029,1870.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders