Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$367,000
-4.9%
2,0450.0%0.06%0.0%
Q2 2022$386,000
-17.2%
2,0450.0%0.06%
-7.2%
Q1 2022$466,000
-16.2%
2,045
-11.2%
0.07%
-17.9%
Q4 2021$556,000
+8.8%
2,3020.0%0.08%
+5.0%
Q3 2021$511,000
+15.3%
2,302
+15.8%
0.08%
+17.6%
Q2 2021$443,000
+7.8%
1,9880.0%0.07%
+3.0%
Q1 2021$411,000
+9.3%
1,988
+3.0%
0.07%
+8.2%
Q4 2020$376,000
+14.3%
1,9300.0%0.06%
-3.2%
Q3 2020$329,000
+8.9%
1,9300.0%0.06%
+5.0%
Q2 2020$302,0001,9300.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders