Heartwood Wealth Advisors LLC / VTV
Heartwood Wealth Advisors LLC’s Vanguard Index Fds Position
Does Heartwood Wealth Advisors LLC own Vanguard Index Fds (VTV)? Yes — 113.0K shares worth $22M (+1.93% of its 13F portfolio) as of Q1 2026, up from 112.2K shares the prior filed quarter.
Position Value
$22M
Q1 2026
Shares
113.0K
% of Portfolio
+1.93%
Quarters Held
26
currently held
Position History VTV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 113.0K | $22M | +1.93% |
| Q4 2025 | 112.2K | $21M | +1.97% |
| Q3 2025 | 112.6K | $21M | +1.96% |
| Q2 2025 | 112.2K | $20M | +2.07% |
| Q1 2025 | 113.5K | $20M | +2.24% |
| Q4 2024 | 117.8K | $20M | +2.25% |
| Q3 2024 | 118.3K | $21M | +2.29% |
| Q2 2024 | 117.7K | $19M | +2.26% |
| Q1 2024 | 117.4K | $19M | +2.35% |
| Q4 2023 | 139.5K | $21M | +2.78% |
| Q3 2023 | 139.1K | $19M | +2.83% |
| Q2 2023 | 139.1K | $20M | +2.80% |
| Q1 2023 | 139.0K | $19M | +2.86% |
| Q4 2022 | 140.4K | $20M | +3.09% |
| Q3 2022 | 151.7K | $19M | +3.24% |
| Q2 2022 | 153.4K | $20M | +3.33% |
| Q1 2022 | 151.5K | $22M | +3.33% |
| Q4 2021 | 188.2K | $28M | +4.16% |
| Q3 2021 | 189.0K | $26M | +3.98% |
| Q2 2021 | 191.8K | $26M | +4.05% |
| Q1 2021 | 197.8K | $26M | +4.18% |
| Q4 2020 | 198.4K | $24M | +3.81% |
| Q3 2020 | 196.5K | $21M | +3.93% |
| Q2 2020 | 196.8K | $20M | +3.88% |
| Q1 2020 | 195.6K | $17M | +4.18% |
| Q4 2019 | 218.5K | $26M | +5.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heartwood Wealth Advisors LLC’s full portfolio or all institutional holders of VTV.