Heartwood Wealth Advisors LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1794935
RICHMOND, VA
Position in VEA
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$53,332,886
-$2,973,948 QoQ
Shares Held
832,286
-7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,332,886 | 832,286 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $56,306,834 | 901,342 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $53,427,907 | 891,654 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $50,514,109 | 886,057 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $44,747,377 | 880,334 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $43,584,152 | 911,421 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $47,428,449 | 898,096 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $44,464,261 | 899,722 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $44,750,335 | 891,974 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $64,913,169 | 1,355,181 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $58,486,517 | 1,337,752 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $61,216,023 | 1,325,596 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $58,763,911 | 1,300,950 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $52,489,864 | 1,250,652 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $44,315,386 | 1,218,795 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $56,831,013 | 1,392,917 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $64,656,689 | 1,346,173 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $65,061,928 | 1,274,225 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $63,630,022 | 1,260,250 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $64,358,835 | 1,249,201 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $61,574,707 | 1,253,812 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $66,870,982 | 1,416,458 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $56,570,589 | 1,383,144 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $64,259,552 | 1,656,601 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $45,660,430 | 1,369,539 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||