Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$782,781
-5.3%
4,0190.0%0.12%
-1.7%
Q2 2023$826,990
+5.5%
4,019
-0.0%
0.12%0.0%
Q1 2023$783,653
+8.8%
4,021
+0.3%
0.12%
+3.5%
Q4 2022$720,478
+54.3%
4,008
+46.4%
0.11%
+39.5%
Q3 2022$467,000
-5.7%
2,737
-3.0%
0.08%0.0%
Q2 2022$495,000
-21.3%
2,8220.0%0.08%
-13.8%
Q1 2022$629,000
-14.0%
2,822
-1.7%
0.09%
-14.5%
Q4 2021$731,000
+7.7%
2,8720.0%0.11%
+3.8%
Q3 2021$679,000
+3.0%
2,872
+3.0%
0.11%
+5.0%
Q2 2021$659,000
+10.2%
2,7870.0%0.10%
+5.2%
Q1 2021$598,000
+1.2%
2,7870.0%0.10%
+1.1%
Q4 2020$591,000
+17.7%
2,7870.0%0.10%
-1.0%
Q3 2020$502,000
+9.1%
2,7870.0%0.10%
+5.5%
Q2 2020$460,000
+30.3%
2,7870.0%0.09%
+7.1%
Q1 2020$353,000
-20.9%
2,787
-0.9%
0.08%0.0%
Q4 2019$446,0002,8120.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders