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Vanguard Extended Duration ETF shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Extended Duration ETF (EDV) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Extended Duration ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Duration ETF held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Extended Duration ETF by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 160k 73.41
2024-03-31 $12M 157k 76.60
2023-09-30 $3.1M 44k 70.03
2023-06-30 $3.8M 44k 87.07
2023-03-31 $3.5M 39k 90.54
2022-12-31 $5.0M 61k 82.83

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Vanguard Extended Duration ETF

Midland Wealth Advisors
Mirae Asset Global Investments
LPL Financial
Adviser Investments
Susquehanna International
Hantz Financial Services
SBI Securities
Fluent Financial
Harvest Portfolios Group
Harbour Investments
Valtinson Bruner Financial Planning
Alliancebernstein
Mml Investors Services
Raymond James Financial
Janney Montgomery Scott

View all funds holding Vanguard Extended Duration ETF