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 $38,857. This represents 0.0% of its overall portfolio holdings.
Number of Shares
350Holding current value
$38,857% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
385Shares Held
13.4MCall Options Held
3.4KPut Options Held
600-
Orgel Wealth Management, LLC1.01MShares$112 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC845KShares$93.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY770KShares$85.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS615KShares$68.3 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$50.3 Million0.08% of portfolio