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 ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders