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 ↓
Marotta Asset Management 134,058$24,126,3835.18%
BancFirst Trust & Investment Management 58,403$10,625,8414.84%
Symmetry Partners, LLC 494,803$89,1784.82%
Bromfield Sneider Wealth Advisors 24,085$4,334,4982.93%
General Partner, Inc. 18,900$3,399,5292.86%
Arden Trust Co 76,312$13,733,8712.02%
Dentgroup LLC 7,048$1,268,3551.13%
BALDWIN BROTHERS LLC/MA 78,831$14,187,3041.12%
Apella Capital, LLC 99,237$17,381,4460.97%
CGN Advisors LLC 27,809$5,004,7440.69%
View complete list of VANGUARD INDEX FDS shareholders