Vanguard Large-Cap ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $90M | 411k | 218.15 |
| 2023-09-30 | $80M | 406k | 195.69 |
| 2023-06-30 | $82M | 405k | 202.72 |
| 2023-03-31 | $74M | 398k | 186.81 |
| 2022-12-31 | $67M | 383k | 174.20 |
| 2022-09-30 | $59M | 363k | 163.56 |
| 2022-06-30 | $60M | 349k | 172.35 |
| 2022-03-31 | $71M | 341k | 208.49 |
| 2021-12-31 | $80M | 362k | 221.01 |
| 2021-09-30 | $73M | 364k | 200.92 |
| 2021-06-30 | $72M | 361k | 200.75 |
| 2021-03-31 | $68M | 364k | 185.30 |
| 2020-12-31 | $67M | 379k | 175.74 |
| 2020-09-30 | $59M | 376k | 156.44 |
| 2020-06-30 | $55M | 642k | 85.46 |
| 2020-03-31 | $44M | 369k | 118.43 |
| 2019-12-31 | $60M | 406k | 147.84 |