Heartwood Wealth Advisors LLC Vanguard S&P Small Cap 600 Val 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 Val stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,602 shares of VIOV stock, worth $245,186. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,602Holding current value
$245,186% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VIOV
# of Institutions
207Shares Held
6.69MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33 Million0.0% of portfolio
-
Aspiriant, LLC341KShares$32.1 Million0.94% of portfolio
-
N.E.W. Advisory Services LLC323KShares$30.4 Million2.71% of portfolio
-
Ubs Group Ag301KShares$28.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL235KShares$22.2 Million0.01% of portfolio