Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 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 Q1 2023
NameSharesValueWeighting ↓
Howard Capital Management Inc. 194,211$29,709,00013.18%
Truepoint, Inc. 917,596$137,006,00011.05%
Bryn Mawr Capital Management, LLC 74,417$11,111,0009.43%
Q3 Asset Management 47,896$3,874,0009.08%
Waverly Advisors, LLC 319,127$47,649,0007.10%
BHK Investment Advisors, LLC 76,071$11,358,0006.46%
HNP Capital LLC 63,183$9,434,0005.53%
Vectors Research Management, LLC 66,463$9,924,0005.36%
Community Financial Services Group, LLC 103,254$15,417,0005.27%
WoodTrust Financial Corp 63,206$9,437,0004.25%
View complete list of VANGUARD INDEX FDS shareholders