Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$709,410
-5.4%
5,4170.0%0.10%
-0.9%
Q2 2023$749,604
+3.2%
5,4170.0%0.11%
-1.9%
Q1 2023$726,257
-0.9%
5,4170.0%0.11%
-6.1%
Q4 2022$732,595
+11.0%
5,4170.0%0.12%
+0.9%
Q3 2022$660,000
-6.0%
5,4170.0%0.11%
-1.7%
Q2 2022$702,000
-15.8%
5,417
-2.8%
0.12%
-6.5%
Q1 2022$834,000
+2.5%
5,573
+2.9%
0.12%
+1.6%
Q4 2021$814,000
+7.7%
5,4170.0%0.12%
+3.4%
Q3 2021$756,000
-0.7%
5,4170.0%0.12%
+0.9%
Q2 2021$761,000
+4.1%
5,4170.0%0.12%0.0%
Q1 2021$731,000
+13.5%
5,4170.0%0.12%
+12.5%
Q4 2020$644,000
+17.3%
5,4170.0%0.10%
-1.0%
Q3 2020$549,000
+6.0%
5,4170.0%0.10%
+1.9%
Q2 2020$518,000
+80.5%
5,417
+53.3%
0.10%
+49.3%
Q1 2020$287,000
-31.8%
3,5330.0%0.07%
-13.8%
Q4 2019$421,0003,5330.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders