Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$65,348,075
-4.5%
345,629
+0.5%
9.64%
-0.7%
Q2 2023$68,426,314
+7.2%
344,041
+2.2%
9.71%
+2.0%
Q1 2023$63,825,989
+5.9%
336,706
+2.5%
9.51%
+0.8%
Q4 2022$60,262,789
+11.1%
328,336
+3.4%
9.44%
+0.4%
Q3 2022$54,266,000
+0.7%
317,513
+3.7%
9.40%
+5.9%
Q2 2022$53,909,000
-14.9%
306,111
+2.7%
8.87%
-5.9%
Q1 2022$63,337,000
-3.4%
298,030
+2.7%
9.43%
-4.2%
Q4 2021$65,556,000
+3.0%
290,069
-0.3%
9.85%
-0.6%
Q3 2021$63,625,000
-2.0%
290,966
+1.0%
9.90%
-0.8%
Q2 2021$64,924,000
+4.2%
288,194
-1.0%
9.98%
-0.3%
Q1 2021$62,331,000
-13.1%
291,159
-20.9%
10.01%
-13.5%
Q4 2020$71,695,000
+28.3%
368,273
+1.3%
11.57%
+8.2%
Q3 2020$55,899,000
+4.3%
363,451
-1.2%
10.69%
+0.7%
Q2 2020$53,609,000
+34.8%
367,893
+6.8%
10.61%
+11.3%
Q1 2020$39,756,000
-4.4%
344,384
+37.1%
9.54%
+20.0%
Q4 2019$41,600,000251,1477.95%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders