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Heartwood Wealth Advisors »

Vanguard Total World Stock Idx shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx 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 Total World Stock Idx by Heartwood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$274k	2.3k	119.70
2024-06-30	$243k	2.2k	112.63
2024-03-31	$220k	2.0k	110.50
2019-12-31	$223k	2.8k	81.06

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 Total World Stock Idx

Texas Treasury Safekeeping Trust Company

Cambridge Associates

Bank of America Corporation

Partners Capital Investment Group

Alliancebernstein

Northwestern Mutual Wealth Management Company

Royal Bank of Canada

Brandywine Trust Company

Rockefeller Capital Management

Edgehill Endowment Partners

Schroder Investment Management Group

Angeles Wealth Management

View all funds holding Vanguard Total World Stock Idx

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