HERITAGE INVESTORS MANAGEMENT CORP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 809 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,307
-6.4%
155,008
-1.5%
1.23%
-2.2%
Q2 2023$31,299
+5.0%
157,366
+0.1%
1.25%
-1.8%
Q1 2023$29,797
+2.8%
157,190
-0.4%
1.28%
-3.3%
Q4 2022$28,974
-99.9%
157,861
+0.2%
1.32%
-2.7%
Q3 2022$26,921,000
-3.6%
157,533
-0.7%
1.36%
+3.6%
Q2 2022$27,920,000
-17.6%
158,592
-0.4%
1.31%
-3.4%
Q1 2022$33,886,000
-6.2%
159,199
+0.0%
1.36%
-3.5%
Q4 2021$36,145,000
+3.1%
159,196
-0.5%
1.40%
-4.6%
Q3 2021$35,059,000
-2.6%
160,070
+0.2%
1.47%
-2.3%
Q2 2021$36,007,000
+4.9%
159,689
-0.4%
1.51%
-1.0%
Q1 2021$34,335,000
+8.2%
160,382
-1.6%
1.52%
+1.2%
Q4 2020$31,732,000
+26.2%
162,996
-0.3%
1.50%
+11.1%
Q3 2020$25,146,000
+4.8%
163,495
-0.7%
1.35%
-2.9%
Q2 2020$23,986,000
+25.2%
164,605
-0.8%
1.39%
+3.7%
Q1 2020$19,164,000
-32.4%
166,009
-3.1%
1.34%
-10.6%
Q4 2019$28,363,000
+6.8%
171,234
-0.8%
1.50%
-0.7%
Q3 2019$26,561,000
+1.1%
172,599
+2.9%
1.52%
+0.3%
Q2 2019$26,281,000
+1.3%
167,758
-1.2%
1.51%
-2.3%
Q1 2019$25,950,000
+13.8%
169,830
-1.7%
1.54%
+1.2%
Q4 2018$22,808,000
-20.6%
172,801
-2.2%
1.53%
-7.6%
Q3 2018$28,726,000
+3.0%
176,690
-1.4%
1.65%
-3.3%
Q2 2018$27,883,000
+4.2%
179,116
-1.7%
1.71%
+2.3%
Q1 2018$26,770,000
-1.5%
182,206
-0.9%
1.67%
+1.7%
Q4 2017$27,166,000
+3.5%
183,801
-1.0%
1.64%
-2.8%
Q3 2017$26,244,000
+4.8%
185,703
+0.5%
1.69%
+0.3%
Q2 2017$25,041,000
+2.6%
184,747
+0.9%
1.68%
+0.5%
Q1 2017$24,408,000
+2.5%
183,130
-0.8%
1.68%
-0.7%
Q4 2016$23,805,000
+3.9%
184,595
-1.6%
1.69%
-0.3%
Q3 2016$22,912,000
+4.1%
187,523
-1.5%
1.69%
+1.6%
Q2 2016$22,020,000
+6.6%
190,355
+2.7%
1.66%
+4.7%
Q1 2016$20,660,000
+3.7%
185,304
+2.9%
1.59%
+1.0%
Q4 2015$19,918,000
+1.9%
180,025
-0.6%
1.58%
-2.7%
Q3 2015$19,542,000
-9.4%
181,025
+1.9%
1.62%
-2.3%
Q2 2015$21,576,000
-1.3%
177,628
-0.4%
1.66%
-1.8%
Q1 2015$21,865,000
+3.0%
178,402
-1.9%
1.69%
+2.4%
Q4 2014$21,220,000
+4.9%
181,898
-0.5%
1.65%
+1.5%
Q3 2014$20,227,000
-6.6%
182,836
-1.1%
1.62%
-7.0%
Q2 2014$21,650,000
+2.5%
184,855
-1.1%
1.75%
-1.9%
Q1 2014$21,115,000
+2.1%
186,942
-0.6%
1.78%
+0.1%
Q4 2013$20,672,000
+8.0%
188,012
+0.7%
1.78%
-1.4%
Q3 2013$19,142,000
+9.8%
186,769
+0.4%
1.80%
+4.9%
Q2 2013$17,436,000186,0661.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders