Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

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 Q3 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders