HWA
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Heartwood Wealth Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

Heartwood Wealth Advisors’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-670
Closed -$53.5K – 576
2025
Q3 		$53.5K Buy
+670
New +$52.4K 0.01% 300

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heartwood Wealth Advisors's VGK Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2025, closing a stake of 670 shares — an estimated $53.5K sold.

Heartwood Wealth Advisors first reported a position in VGK in Q3 2025 and held it in 1 quarter. The position peaked at $53.5K in Q3 2025. 855 funds tracked by Wall St. Rank hold VGK as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Vanguard FTSE Europe ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 670 Vanguard FTSE Europe ETF shares in Q4 2025, an estimated $53.5K.
  • Heartwood Wealth Advisors first reported a position in Vanguard FTSE Europe ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Vanguard FTSE Europe ETF position peaked at $53.5K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.