Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,732,950$239,337,72599.20%
Permanens Capital L.P. 1,870,092$258,278,40656.01%
Chan Zuckerberg Initiative, LLC 788,677$108,924,18041.47%
Employees' Retirement Fund of the City of Fort Worth 1,078,774$148,989,47729.14%
Saudi Central Bank 756,686$104,50626.91%
STABLEFORD CAPITAL II LLC 254,691$35,75125.60%
Safeguard Financial, LLC 298,795$41,26725.05%
Brickley Wealth Management 630,109$87,024,38923.85%
Mill Creek Capital Advisors, LLC 4,650,523$642,283,79923.65%
Thrive Wealth Management, LLC 616,229$85,107,33921.81%
View complete list of VANGUARD INDEX FDS shareholders