Heartwood Wealth Management »

Vanguard Large-Cap ETF shares owned by Heartwood Wealth Management

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Heartwood Wealth Management from 13F filings

Historical chart of Heartwood Wealth Management investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Heartwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Large-Cap ETF by Heartwood Wealth Management

Quarter filed Position value Share count Share price at filing
2016-09-30 $2.4M 25k 99.17
2016-06-30 $11M 114k 95.85
2016-03-31 $18M 195k 94.01
2015-12-31 $18M 195k 93.50