Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,801 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$18,885,551
-1.2%
117,733
+0.3%
2.26%
-4.1%
Q1 2024$19,117,810
-8.3%
117,388
-15.9%
2.35%
-15.2%
Q4 2023$20,855,400
+8.7%
139,501
+0.3%
2.78%
-1.9%
Q3 2023$19,192,270
-2.9%
139,145
+0.0%
2.83%
+1.0%
Q2 2023$19,769,520
+3.0%
139,124
+0.1%
2.80%
-2.0%
Q1 2023$19,196,047
-2.6%
138,991
-1.0%
2.86%
-7.3%
Q4 2022$19,710,054
+5.2%
140,415
-7.4%
3.09%
-4.9%
Q3 2022$18,733,000
-7.4%
151,708
-1.1%
3.24%
-2.5%
Q2 2022$20,229,000
-9.6%
153,393
+1.3%
3.33%
-0.1%
Q1 2022$22,382,000
-19.2%
151,453
-19.5%
3.33%
-19.9%
Q4 2021$27,690,000
+8.2%
188,226
-0.4%
4.16%
+4.4%
Q3 2021$25,586,000
-2.9%
189,009
-1.4%
3.98%
-1.7%
Q2 2021$26,359,000
+1.4%
191,754
-3.0%
4.05%
-2.9%
Q1 2021$25,999,000
+10.2%
197,772
-0.3%
4.18%
+9.6%
Q4 2020$23,602,000
+15.0%
198,406
+1.0%
3.81%
-3.0%
Q3 2020$20,532,000
+4.8%
196,457
-0.2%
3.93%
+1.2%
Q2 2020$19,597,000
+12.5%
196,777
+0.6%
3.88%
-7.2%
Q1 2020$17,419,000
-33.5%
195,583
-10.5%
4.18%
-16.5%
Q4 2019$26,183,000218,4645.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,193,693$99,506,00031.24%
Cable Hill Partners, LLC 374,762$31,484,00023.73%
PROVIDA PENSION FUND ADMINISTRATOR 9,688,696$807,650,00017.73%
INR ADVISORY SERVICES LLC 1,079,157$89,959,00017.60%
MISSION WEALTH MANAGEMENT, LP 444,660$37,218,00012.73%
Cornerstone Management, Inc. 211,998$17,672,15312.63%
IBBOTSON ASSOCIATES INC 216,085$18,013,00012.13%
Strategic Income Management, LLC 228,318$19,072,00011.10%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 6,283,013$523,752,00010.73%
Garde Capital, Inc. 422,268$35,200,00010.58%
View complete list of VANGUARD INDEX FDS shareholders