A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 353,501 shares of VB stock, worth $84.5 Million. This represents 9.37% of its overall portfolio holdings.

Number of Shares
353,501
Previous 350,497 0.86%
Holding current value
$84.5 Million
Previous $76.4 Million 9.72%
% of portfolio
9.37%
Previous 9.14%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$214.77 - $237.72 $645,169 - $714,110
3,004 Added 0.86%
353,501 $83.9 Million
Q2 2024

Jul 09, 2024

BUY
$210.76 - $226.94 $585,280 - $630,212
2,777 Added 0.8%
350,497 $76.4 Million
Q1 2024

Apr 02, 2024

SELL
$204.0 - $228.59 $598,944 - $671,140
-2,936 Reduced 0.84%
347,720 $79.5 Million
Q4 2023

Jan 17, 2024

BUY
$175.26 - $215.9 $881,032 - $1.09 Million
5,027 Added 1.45%
350,656 $74.8 Million
Q3 2023

Oct 17, 2023

BUY
$186.24 - $208.75 $295,749 - $331,495
1,588 Added 0.46%
345,629 $65.3 Million
Q2 2023

Jul 19, 2023

BUY
$181.26 - $198.89 $1.33 Million - $1.46 Million
7,335 Added 2.18%
344,041 $68.4 Million
Q1 2023

Apr 14, 2023

BUY
$179.51 - $208.76 $1.5 Million - $1.75 Million
8,370 Added 2.55%
336,706 $63.8 Million
Q4 2022

Jan 12, 2023

BUY
$172.82 - $196.57 $1.87 Million - $2.13 Million
10,823 Added 3.41%
328,336 $0
Q3 2022

Oct 25, 2022

BUY
$170.45 - $206.62 $1.94 Million - $2.36 Million
11,402 Added 3.72%
317,513 $54.3 Million
Q2 2022

Jul 25, 2022

BUY
$170.7 - $214.67 $1.38 Million - $1.73 Million
8,081 Added 2.71%
306,111 $53.9 Million
Q1 2022

Apr 26, 2022

BUY
$198.73 - $227.97 $1.58 Million - $1.81 Million
7,961 Added 2.74%
298,030 $63.3 Million
Q4 2021

Jan 12, 2022

SELL
$215.13 - $239.37 $192,971 - $214,714
-897 Reduced 0.31%
290,069 $65.6 Million
Q3 2021

Oct 12, 2021

BUY
$211.9 - $229.42 $587,386 - $635,952
2,772 Added 0.96%
290,966 $63.6 Million
Q2 2021

Jul 21, 2021

SELL
$211.77 - $228.05 $627,898 - $676,168
-2,965 Reduced 1.02%
288,194 $64.9 Million
Q1 2021

Apr 19, 2021

SELL
$191.53 - $223.48 $14.8 Million - $17.2 Million
-77,114 Reduced 20.94%
291,159 $62.3 Million
Q4 2020

Jan 26, 2021

BUY
$156.0 - $196.91 $752,232 - $949,500
4,822 Added 1.33%
368,273 $71.7 Million
Q3 2020

Oct 28, 2020

SELL
$143.34 - $162.04 $636,716 - $719,781
-4,442 Reduced 1.21%
363,451 $55.9 Million
Q2 2020

Aug 05, 2020

BUY
$106.26 - $156.76 $2.5 Million - $3.69 Million
23,509 Added 6.83%
367,893 $53.6 Million
Q1 2020

May 04, 2020

BUY
$98.45 - $170.48 $9.18 Million - $15.9 Million
93,237 Added 37.12%
344,384 $39.8 Million
Q4 2019

Jan 31, 2020

BUY
$149.04 - $166.74 $37.4 Million - $41.9 Million
251,147 New
251,147 $41.6 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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