Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 891 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$640,333
-4.1%
2,5600.0%0.08%
-6.1%
Q1 2024$667,443
+7.8%
2,5600.0%0.08%0.0%
Q4 2023$618,931
+12.9%
2,5600.0%0.08%
+1.2%
Q3 2023$548,301
-6.8%
2,5600.0%0.08%
-2.4%
Q2 2023$588,134
+6.2%
2,5600.0%0.08%0.0%
Q1 2023$554,010
+7.9%
2,5600.0%0.08%
+3.8%
Q4 2022$513,382
+2.7%
2,5600.0%0.08%
-8.0%
Q3 2022$500,000
-0.8%
2,5600.0%0.09%
+4.8%
Q2 2022$504,000
-20.6%
2,5600.0%0.08%
-12.6%
Q1 2022$635,000
-11.9%
2,5600.0%0.10%
-12.0%
Q4 2021$721,000
+0.6%
2,5600.0%0.11%
-3.6%
Q3 2021$717,000
-3.4%
2,5600.0%0.11%
-1.8%
Q2 2021$742,000
+5.5%
2,5600.0%0.11%
+0.9%
Q1 2021$703,000
+2.6%
2,5600.0%0.11%
+1.8%
Q4 2020$685,000
+24.5%
2,5600.0%0.11%
+5.7%
Q3 2020$550,000
+7.6%
2,5600.0%0.10%
+4.0%
Q2 2020$511,000
+32.7%
2,5600.0%0.10%
+9.8%
Q1 2020$385,000
-24.4%
2,5600.0%0.09%
-5.2%
Q4 2019$509,000–2,560–0.10%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders