Heartwood Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,214 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$254,670
+13.3%
952
+10.1%
0.03%
+7.1%
Q1 2024$224,814
-38.7%
865
-57.7%
0.03%
-56.2%
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 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 290,848$70,260,000100.00%
Rainwater Charitable Foundation 598,119$144,410,00092.19%
Adventist Health System/ West 1,951,152$471,086,00070.50%
Ebor Charitable Trust 143,554$34,660,00068.98%
Kinsale Capital Group, Inc. 337,078$81,384,00065.96%
AEGON USA Investment Management, LLC 962,312$232,341,00064.57%
VIEWPOINT INVESTMENT PARTNERS CORP 449,473$108,521,00061.34%
Monashee Investment Management LLC 1,017,700$245,713,00060.73%
Cabot-Wellington, LLC 521,455$125,900,15657.83%
Hernani LP 951,548$229,742,00052.37%
View complete list of VANGUARD INDEX FDS shareholders