Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. 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 1.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders