Heartwood Wealth Advisors LLC Vanguard Russell 1000 ETF Transaction History

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 140,494 shares of VONE stock, worth $40.6 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares

140,494

Previous 140,192 0.22%

Holding current value

$40.6 Million

Previous $35.6 Million 10.33%

% of portfolio

4.31%

Previous 4.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$225.48 - $280.86 $68,094 - $84,819	302 Added 0.22%	140,494 $39.3 Million
Q1 2025 Apr 21, 2025	BUY	$250.16 - $278.79 $3.19 Million - $3.56 Million	12,766 Added 10.02%	140,192 $35.6 Million
Q4 2024 Jan 10, 2025	BUY	$257.18 - $277.76 $234,033 - $252,761	910 Added 0.72%	127,426 $34 Million
Q3 2024 Oct 07, 2024	SELL	$234.0 - $260.07 $218,556 - $242,905	-934 Reduced 0.73%	126,516 $32.9 Million
Q2 2024 Jul 09, 2024	SELL	$225.44 - $247.94 $138,645 - $152,483	-615 Reduced 0.48%	127,450 $31.4 Million
Q1 2024 Apr 02, 2024	BUY	$212.91 - $238.32 $27.3 Million - $30.5 Million	128,065 New	128,065 $30.5 Million

Others Institutions Holding VONE

# of Institutions

347

Shares Held

11.2M

Call Options Held

1.6K

Put Options Held

200

View Full List

About VANGUARD RUSSELL 1000 ETF

Ticker VONE
Sector ETFs
Industry ETFs

More about VONE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Account

Heartwood Wealth Advisors LLC Vanguard Russell 1000 ETF Transaction History