Heartwood Wealth Advisors »

Vanguard Small-Cap Growth ETF shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $619k 2.6k 241.77
2023-09-30 $548k 2.6k 214.18
2023-06-30 $588k 2.6k 229.74
2023-03-31 $554k 2.6k 216.41
2022-12-31 $513k 2.6k 200.54
2022-09-30 $500k 2.6k 195.31
2022-06-30 $504k 2.6k 196.88
2022-03-31 $635k 2.6k 248.05
2021-12-31 $721k 2.6k 281.64
2021-09-30 $717k 2.6k 280.08
2021-06-30 $742k 2.6k 289.84
2021-03-31 $703k 2.6k 274.61
2020-12-31 $685k 2.6k 267.58
2020-09-30 $550k 2.6k 214.84
2020-06-30 $511k 2.6k 199.61
2020-03-31 $385k 2.6k 150.39
2019-12-31 $509k 2.6k 198.83

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Assetmark
CI Private Wealth
Pnc Financial Services
Mather Group
UBS Group
Wells Fargo & Company
Rsm Us Wealth Management
Branch Banking & Trust Company
Tiaa Trust, National Association
Advisor Group Holdings
Cohen Klingenstein
Moneta Group Investment Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Vanguard Small-Cap Growth ETF