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Vanguard Scottsdale Fds cmn shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds 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 Scottsdale Fds cmn by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $31M 128k 246.07
2024-03-31 $31M 128k 238.32

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)
Vanguard Russell 1000 Etf Etf (VONE)
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 Short Term Treasury Etf Etf (SPTS)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
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 Scottsdale Fds cmn

FMR
Ameriprise Financial
Red Cedar Investment Management
Morgan Stanley
UBS Group
Bank of America Corporation
Daido Life Insurance
Warren Averett Asset Management
Stifel Financial
Austin Private Wealth
Hilltop Partners
Envestnet Asset Management
HPM Partners
Bank of New York Mellon
Flower City Capital

View all funds holding Vanguard Scottsdale Fds cmn