Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,356,041
-4.9%
136,170
+0.6%
4.18%
-1.1%
Q2 2023$29,805,921
+6.5%
135,383
+2.0%
4.23%
+1.4%
Q1 2023$27,984,233
+6.8%
132,677
+3.2%
4.17%
+1.7%
Q4 2022$26,202,833
+12.2%
128,565
+3.5%
4.10%
+1.4%
Q3 2022$23,353,000
+0.2%
124,230
+5.0%
4.04%
+5.4%
Q2 2022$23,311,000
-14.6%
118,347
+3.1%
3.84%
-5.6%
Q1 2022$27,298,000
-9.1%
114,775
-2.6%
4.06%
-9.9%
Q4 2021$30,020,000
+7.1%
117,838
-0.5%
4.51%
+3.3%
Q3 2021$28,034,000
+1.2%
118,407
+1.4%
4.36%
+2.4%
Q2 2021$27,714,000
+6.2%
116,764
-1.0%
4.26%
+1.7%
Q1 2021$26,099,000
-3.6%
117,913
-9.9%
4.19%
-4.1%
Q4 2020$27,067,000
+18.9%
130,903
+1.4%
4.37%
+0.3%
Q3 2020$22,765,000
-26.6%
129,158
-59.4%
4.35%
-29.1%
Q2 2020$30,998,000
+45.2%
318,324
+96.4%
6.14%
+19.8%
Q1 2020$21,343,000
-29.4%
162,117
-4.5%
5.12%
-11.4%
Q4 2019$30,236,000169,6945.78%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 1,226,387$201,017,00017.64%
Axiom Financial Strategies, LLC 130,418$21,377,00013.93%
TL Private Wealth 98,573$17,029,00013.64%
SEARCY FINANCIAL SERVICES INC /ADV 88,450$14,498,00012.08%
Riverpoint Wealth Management Holdings, LLC 175,195$28,716,00011.21%
MFA WEALTH ADVISORS, LLC 101,048$16,562,780,00010.70%
Northwest Quadrant Wealth Management, LLC 154,604$24,942,00010.51%
McIlrath & Eck, LLC 124,419$20,394,0009.45%
B & T Capital Management DBA Alpha Capital Management 168,142$27,560,0009.43%
Paracle Advisors, LLC 245,074$40,170,0009.36%
View complete list of VANGUARD INDEX FDS shareholders