Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,479,910
-2.5%
15,549
+1.2%
0.37%
+1.4%
Q2 2023$2,542,198
+5.2%
15,370
+1.0%
0.36%
+0.3%
Q1 2023$2,416,486
+2.8%
15,221
+2.8%
0.36%
-2.2%
Q4 2022$2,350,875
+10.9%
14,804
+0.1%
0.37%
+0.3%
Q3 2022$2,120,000
-4.3%
14,784
+0.0%
0.37%
+0.5%
Q2 2022$2,215,000
-19.0%
14,783
-4.9%
0.36%
-10.3%
Q1 2022$2,734,000
+12.6%
15,540
+14.4%
0.41%
+11.5%
Q4 2021$2,429,000
+10.8%
13,584
+4.9%
0.36%
+7.0%
Q3 2021$2,192,000
-2.4%
12,949
+0.1%
0.34%
-1.2%
Q2 2021$2,246,000
+16.7%
12,932
+11.3%
0.34%
+11.7%
Q1 2021$1,924,000
+26.8%
11,618
+8.9%
0.31%
+26.1%
Q4 2020$1,517,000
+34.4%
10,667
+4.5%
0.24%
+13.4%
Q3 2020$1,129,000
+8.0%
10,207
+4.5%
0.22%
+4.3%
Q2 2020$1,045,000
+164.6%
9,769
+119.6%
0.21%
+117.9%
Q1 2020$395,000
-35.8%
4,449
-0.9%
0.10%
-19.5%
Q4 2019$615,0004,4890.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders