Heartwood Wealth Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1794935
RICHMOND, VA
Position in VB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$97,207,155
+$6,168,862 QoQ
Shares Held
371,133
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
39.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,207,155 | 371,133 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $91,038,293 | 352,930 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $88,763,808 | 349,079 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $81,987,259 | 345,967 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $75,652,673 | 341,162 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $85,789,571 | 357,040 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $83,853,972 | 353,501 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $76,422,365 | 350,497 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $79,485,314 | 347,720 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $74,805,444 | 350,656 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $65,348,075 | 345,629 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $68,426,314 | 344,041 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $63,825,989 | 336,706 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $60,262,789 | 328,336 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $54,266,146 | 317,513 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $53,909,208 | 306,111 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $63,337,335 | 298,030 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $65,558,494 | 290,069 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $63,625,535 | 290,966 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $64,924,344 | 288,194 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $62,331,318 | 291,159 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $71,695,387 | 368,273 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $55,898,763 | 363,451 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $53,609,367 | 367,893 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $39,755,688 | 344,384 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||