Vanguard Mid-Cap Value ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $946k | 5.4k | 174.58 |
| 2025-06-30 | $891k | 5.4k | 164.46 |
| 2025-03-31 | $870k | 5.4k | 160.54 |
| 2024-12-31 | $876k | 5.4k | 161.77 |
| 2024-09-30 | $908k | 5.4k | 167.67 |
| 2024-06-30 | $872k | 5.8k | 150.43 |
| 2024-03-31 | $845k | 5.4k | 155.91 |
| 2023-12-31 | $786k | 5.4k | 145.01 |
| 2023-09-30 | $709k | 5.4k | 130.96 |
| 2023-06-30 | $750k | 5.4k | 138.38 |
| 2023-03-31 | $726k | 5.4k | 134.07 |
| 2022-12-31 | $733k | 5.4k | 135.24 |
| 2022-09-30 | $660k | 5.4k | 121.84 |
| 2022-06-30 | $702k | 5.4k | 129.59 |
| 2022-03-31 | $834k | 5.6k | 149.65 |
| 2021-12-31 | $814k | 5.4k | 150.27 |
| 2021-09-30 | $756k | 5.4k | 139.56 |
| 2021-06-30 | $761k | 5.4k | 140.48 |
| 2021-03-31 | $731k | 5.4k | 134.95 |
| 2020-12-31 | $644k | 5.4k | 118.89 |
| 2020-09-30 | $549k | 5.4k | 101.35 |
| 2020-06-30 | $518k | 5.4k | 95.62 |
| 2020-03-31 | $287k | 3.5k | 81.23 |
| 2019-12-31 | $421k | 3.5k | 119.16 |