Vanguard Small-Cap ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $89M | 349k | 254.28 |
| 2025-06-30 | $82M | 346k | 236.98 |
| 2025-03-31 | $76M | 341k | 221.75 |
| 2024-12-31 | $86M | 357k | 240.28 |
| 2024-09-30 | $84M | 354k | 237.21 |
| 2024-06-30 | $76M | 351k | 218.04 |
| 2024-03-31 | $80M | 348k | 228.59 |
| 2023-12-31 | $75M | 351k | 213.33 |
| 2023-09-30 | $65M | 346k | 189.07 |
| 2023-06-30 | $68M | 344k | 198.89 |
| 2023-03-31 | $64M | 337k | 189.56 |
| 2022-12-31 | $60M | 328k | 183.54 |
| 2022-09-30 | $54M | 318k | 170.91 |
| 2022-06-30 | $54M | 306k | 176.11 |
| 2022-03-31 | $63M | 298k | 212.52 |
| 2021-12-31 | $66M | 290k | 226.00 |
| 2021-09-30 | $64M | 291k | 218.67 |
| 2021-06-30 | $65M | 288k | 225.28 |
| 2021-03-31 | $62M | 291k | 214.08 |
| 2020-12-31 | $72M | 368k | 194.68 |
| 2020-09-30 | $56M | 364k | 153.80 |
| 2020-06-30 | $54M | 368k | 145.72 |
| 2020-03-31 | $40M | 344k | 115.44 |
| 2019-12-31 | $42M | 251k | 165.64 |