Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$79,472,273
-3.1%
406,113
+0.4%
11.72%
+0.7%
Q2 2023$82,011,816
+10.3%
404,557
+1.7%
11.63%
+5.0%
Q1 2023$74,348,531
+11.6%
397,990
+4.0%
11.08%
+6.2%
Q4 2022$66,631,500
+12.4%
382,500
+5.5%
10.43%
+1.6%
Q3 2022$59,293,000
-1.5%
362,514
+3.8%
10.27%
+3.7%
Q2 2022$60,200,000
-15.4%
349,292
+2.3%
9.91%
-6.5%
Q1 2022$71,161,000
-11.1%
341,317
-5.8%
10.60%
-11.9%
Q4 2021$80,046,000
+9.4%
362,186
-0.5%
12.02%
+5.6%
Q3 2021$73,144,000
+1.0%
364,047
+0.9%
11.39%
+2.3%
Q2 2021$72,425,000
+7.3%
360,770
-0.9%
11.14%
+2.7%
Q1 2021$67,490,000
+1.3%
364,222
-3.9%
10.84%
+0.8%
Q4 2020$66,629,000
+13.1%
379,134
+0.7%
10.75%
-4.5%
Q3 2020$58,886,000
+7.4%
376,413
-41.3%
11.26%
+3.7%
Q2 2020$54,838,000
+25.3%
641,662
+73.7%
10.86%
+3.4%
Q1 2020$43,754,000
-27.1%
369,449
-9.0%
10.50%
-8.4%
Q4 2019$59,998,000405,83411.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders