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Vanguard S&p 500 Etf idx shares owned by Heartwood Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heartwood Wealth Management from 13F filings

Historical chart of Heartwood Wealth Management investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Heartwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Heartwood Wealth Management

Quarter filed Position value Share count Share price at filing
2016-09-30 $17M 86k 198.69
2016-06-30 $16M 85k 192.19
2016-03-31 $17M 90k 188.56
2015-12-31 $17M 90k 186.93

More positions owned by Heartwood Wealth Management

Vanguard Mega Cap 300 Value Index ETF (MGV)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P NA Tec.-SW. Idx. Fund (IGV)
Vanguard Large-Cap ETF (VV)
iShares S&P 500 Index (IVV)
Mondelez Int (MDLZ)
iShares S&P MidCap 400 Index (IJH)
Kraft Heinz (KHC)
iShares Russell 2000 Index (IWM)
Planet Payment
Syngenta
Exxon Mobil Corporation (XOM)
Verizon Communications (VZ)
Oracle Corporation (ORCL)
Wells Fargo & Company (WFC)

View all positions for Heartwood Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Royal Bank of Canada
Global Assets Advisory
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx