Heartwood Wealth Advisors LLC Vanguard S&P Small Cap 600 ETF Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 350 shares of VIOO stock, worth $38,066. This represents 0.0% of its overall portfolio holdings.
Number of Shares
350Holding current value
$38,066% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
387Shares Held
13.3MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.01MShares$110 Million2.7% of portfolio
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Bank Of America Corp Charlotte, NC879KShares$95.6 Million0.01% of portfolio
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Morgan Stanley New York, NY800KShares$87 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS621KShares$67.6 Million0.09% of portfolio
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Cerity Partners LLC New York, NY453KShares$49.3 Million0.08% of portfolio