VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,438 Value ($000) $1,823 Avg Close — Range —
Q3 2025
Shares 5,382 Value ($000) $1,766 Avg Close — Range —
Q2 2025
Shares 5,311 Value ($000) $1,614 Avg Close — Range —
Q1 2025
Shares 5,304 Value ($000) $1,458 Avg Close — Range —
Q4 2024
Shares 5,862 Value ($000) $1,699 Avg Close — Range —
Q3 2024
Shares 5,800 Value ($000) $1,642 Avg Close — Range —
Q2 2024
Shares 5,856 Value ($000) $1,566 Avg Close — Range —
Q1 2024
Shares 5,793 Value ($000) $1,506 Avg Close — Range —
Q4 2023
Shares 5,430 Value ($000) $1,288 Avg Close — Range —
Q3 2023
Shares 7,088 Value ($000) $1,506 Avg Close — Range —
Q2 2023
Shares 7,595 Value ($000) $1,673 Avg Close — Range —
Q1 2023
Shares 7,595 Value ($000) $1,550 Avg Close — Range —
Q4 2022
Shares 7,595 Value ($000) $1,452 Avg Close — Range —
Q3 2022
Shares 7,595 Value ($000) $1,363 Avg Close — Range —
Q2 2022
Shares 7,595 Value ($000) $1,433 Avg Close — Range —
Q1 2022
Shares 7,207 Value ($000) $1,641 Avg Close — Range —
Q4 2021
Shares 7,207 Value ($000) $1,740 Avg Close — Range —
Q3 2021
Shares 7,344 Value ($000) $1,630,905 Avg Close — Range —
Q2 2021
Shares 7,389 Value ($000) $1,646,514 Avg Close — Range —
Q1 2021
Shares 7,590 Value ($000) $1,568,867 Avg Close — Range —
Q4 2020
Shares 8,190 Value ($000) $1,594 Avg Close — Range —
Q3 2020
Shares 8,590 Value ($000) $1,463,037 Avg Close — Range —
Q2 2020
Shares 8,590 Value ($000) $1,344,661 Avg Close — Range —
Q1 2020
Shares 8,780 Value ($000) $1,131,886 Avg Close — Range —
Q4 2019
Shares 9,600 Value ($000) $1,570,823 Avg Close — Range —
Q3 2019
Shares 9,153 Value ($000) $1,382 Avg Close — Range —
Q2 2019
Shares 9,153 Value ($000) $1,373,839 Avg Close — Range —
Q1 2019
Shares 8,190 Value ($000) $1,185,175 Avg Close — Range —
Q4 2018
Shares 8,190 Value ($000) $1,045 Avg Close — Range —
Q3 2018
Shares 8,190 Value ($000) $1,225 Avg Close — Range —
Q2 2018
Shares 8,190 Value ($000) $1,149 Avg Close — Range —
Q1 2018
Shares 8,190 Value ($000) $1,112 Avg Close — Range —
Q4 2017
Shares 8,190 Value ($000) $1,125 Avg Close — Range —