Heartwood Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,560 shares of VBK stock, worth $746,777. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,560
-0.0%
Holding current value
$746,777
Previous $708,000
7.49%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,278Shares Held
45.1MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio