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 $784,384. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,560
-0.0%
Holding current value
$784,384
Previous $708,000
7.49%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares Held
44.6MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio