Heartwood Wealth Advisors LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1794935
RICHMOND, VA
Position in VXF
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$312,198
-$5,037 QoQ
Shares Held
1,517
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,198 | 1,517 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $317,235 | 1,517 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $317,568 | 1,517 | Shares | Sole | 2025-10-06 | |
| No filing history on record for this holder in this stock. | ||||||