Vanguard Mid-Cap ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 139k | 293.74 |
| 2025-06-30 | $38M | 137k | 279.83 |
| 2025-03-31 | $35M | 136k | 258.62 |
| 2024-12-31 | $37M | 141k | 264.13 |
| 2024-09-30 | $37M | 140k | 263.83 |
| 2024-06-30 | $34M | 139k | 242.10 |
| 2024-03-31 | $34M | 138k | 249.86 |
| 2023-12-31 | $32M | 138k | 232.64 |
| 2023-09-30 | $28M | 136k | 208.24 |
| 2023-06-30 | $30M | 135k | 220.16 |
| 2023-03-31 | $28M | 133k | 210.92 |
| 2022-12-31 | $26M | 129k | 203.81 |
| 2022-09-30 | $23M | 124k | 187.98 |
| 2022-06-30 | $23M | 118k | 196.97 |
| 2022-03-31 | $27M | 115k | 237.84 |
| 2021-12-31 | $30M | 118k | 254.76 |
| 2021-09-30 | $28M | 118k | 236.76 |
| 2021-06-30 | $28M | 117k | 237.35 |
| 2021-03-31 | $26M | 118k | 221.34 |
| 2020-12-31 | $27M | 131k | 206.77 |
| 2020-09-30 | $23M | 129k | 176.26 |
| 2020-06-30 | $31M | 318k | 97.38 |
| 2020-03-31 | $21M | 162k | 131.65 |
| 2019-12-31 | $30M | 170k | 178.18 |