HERON FINANCIAL GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
HERON FINANCIAL GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$6,702,593
+0.5%
33,700
-4.2%
3.61%
-1.8%
Q1 2023$6,668,342
+3.8%
35,178
-6.4%
3.68%
-7.4%
Q3 2022$6,425,000
+7.2%
37,593
+10.5%
3.97%
+9.2%
Q2 2022$5,993,000
-13.9%
34,030
+3.8%
3.64%
+0.4%
Q1 2022$6,964,000
+9.4%
32,771
+8.5%
3.62%
+5.6%
Q4 2021$6,368,000
-0.9%
30,213
+2.8%
3.43%
-4.2%
Q3 2021$6,426,000
+6.5%
29,387
+9.7%
3.58%
+3.8%
Q2 2021$6,034,000
+4.6%
26,782
+0.9%
3.45%
-1.5%
Q1 2021$5,769,000
+20.4%
26,539
+12.9%
3.50%
+5.7%
Q4 2020$4,791,000
+30.6%
23,502
+2.7%
3.31%
+12.7%
Q3 2020$3,669,000
+14.3%
22,887
+3.9%
2.94%
+2.3%
Q2 2020$3,209,000
+19.6%
22,025
+2.7%
2.87%
+4.2%
Q1 2020$2,683,000
-21.5%
21,437
+5.5%
2.76%
-2.6%
Q4 2019$3,418,00020,3172.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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