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Vanguard Admiral Fds Inc cmn shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (VIOV) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Admiral Fds Inc cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc cmn 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 Admiral Fds Inc cmn by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 2.6k 95.22

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)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
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 Admiral Fds Inc cmn

Morgan Stanley
Aspiriant
N.E.W. Advisory Services
UBS Group
Raymond James Financial
Gallagher Fiduciary Advisors
Atria Investments
One Day In July
Cannon Financial Strategists
Advisor Group Holdings
LPL Financial
Wellington Management Company
Asset Planning Corporation
Sym Financial Corporation
Integrated Investment Consultants

View all funds holding Vanguard Admiral Fds Inc cmn