HERITAGE INVESTORS MANAGEMENT CORP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$210
-3.7%
1,0750.0%0.01%0.0%
Q2 2023$218
+9.0%
1,075
+0.3%
0.01%0.0%
Q1 2023$2000.0%1,072
-6.8%
0.01%0.0%
Q4 2022$200
-99.9%
1,150
-21.7%
0.01%
-25.0%
Q1 2022$306,000
-27.5%
1,468
-23.0%
0.01%
-25.0%
Q4 2021$422,000
+15.0%
1,907
+4.8%
0.02%
+6.7%
Q3 2021$367,000
+13.3%
1,820
+11.7%
0.02%
+7.1%
Q2 2021$324,000
+50.7%
1,629
+40.3%
0.01%
+40.0%
Q1 2021$215,000
+5.4%
1,1610.0%0.01%0.0%
Q4 2020$204,000
-42.7%
1,161
-53.4%
0.01%
-52.4%
Q2 2020$356,000
+17.5%
2,491
-2.7%
0.02%0.0%
Q1 2020$303,000
-20.1%
2,5610.0%0.02%
+5.0%
Q4 2019$379,000
+9.2%
2,561
+0.6%
0.02%0.0%
Q3 2019$347,000
-8.4%
2,546
-9.6%
0.02%
-9.1%
Q2 2019$379,000
+85.8%
2,816
+84.1%
0.02%
+83.3%
Q3 2018$204,000
-33.3%
1,530
-37.6%
0.01%
-36.8%
Q2 2018$306,000
-26.8%
2,450
-29.0%
0.02%
-26.9%
Q1 2018$418,000
-3.9%
3,450
-2.8%
0.03%0.0%
Q4 2017$435,000
+2.4%
3,550
-3.7%
0.03%
-3.7%
Q3 2017$425,000
+3.9%
3,6860.0%0.03%0.0%
Q2 2017$409,000
+1.2%
3,686
-1.3%
0.03%
-3.6%
Q1 2017$404,000
+5.8%
3,7360.0%0.03%
+3.7%
Q4 2016$382,000
+0.5%
3,736
-2.6%
0.03%
-3.6%
Q3 2016$380,000
-1.8%
3,836
-5.0%
0.03%
-3.4%
Q2 2016$387,000
+0.8%
4,036
-1.2%
0.03%
-3.3%
Q1 2016$384,000
+0.5%
4,0860.0%0.03%0.0%
Q4 2015$382,000
-1.0%
4,086
-6.8%
0.03%
-6.2%
Q3 2015$386,000
-27.7%
4,386
-22.2%
0.03%
-22.0%
Q2 2015$534,000
-1.3%
5,636
-0.9%
0.04%
-2.4%
Q1 2015$541,0000.0%5,686
-0.9%
0.04%0.0%
Q4 2014$541,000
+4.2%
5,7360.0%0.04%0.0%
Q3 2014$519,000
+0.6%
5,7360.0%0.04%0.0%
Q2 2014$516,000
+7.3%
5,736
+2.7%
0.04%
+2.4%
Q1 2014$481,000
+1.5%
5,5860.0%0.04%0.0%
Q4 2013$474,000
+8.7%
5,586
-0.9%
0.04%0.0%
Q3 2013$436,000
-0.7%
5,636
-5.8%
0.04%
-4.7%
Q2 2013$439,0005,9860.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders