Heartwood Wealth Advisors »

Vanguard Consumer Staples ETF shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Consumer Staples ETF (VDC) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Consumer Staples ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Consumer Staples 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 Consumer Staples ETF by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 1.3k 218.48
2024-06-30 $256k 1.3k 203.03
2024-03-31 $257k 1.3k 204.14
2023-12-31 $241k 1.3k 190.96
2023-03-31 $203k 1.1k 193.52
2022-03-31 $211k 1.1k 195.55
2021-06-30 $210k 1.2k 182.13
2021-03-31 $205k 1.2k 177.80
2020-12-31 $201k 1.2k 174.33

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)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

Top funds holding Vanguard Consumer Staples ETF

Bank of America Corporation
Wellspring Financial Advisors
Beacon Capital Management
Morgan Stanley
LPL Financial
Envestnet Asset Management
Compass Financial Group
Morningstar Investment Management
Wells Fargo & Company
Green Harvest Asset Management
Cambridge Investment Research Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Empower Advisory Group
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Consumer Staples ETF