HWA
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Heartwood Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Heartwood Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Buy
3,177
+5
+0.2% +$763 0.04% 139
2026
Q1 		$439K Buy
3,172
+335
+12% +$48.2K 0.04% 140
2025
Q4 		$400K Buy
2,837
+173
+6% +$24.2K 0.04% 133
2025
Q3 		$367K Buy
2,664
+368
+16% +$48.9K 0.03% 144
2025
Q2 		$295K Sell
2,296
-66
-3% -$7.89K 0.03% 150
2025
Q1 		$274K Buy
2,362
+20
+0.9% +$2.39K 0.03% 148
2024
Q4 		$275K Buy
2,342
+50
+2% +$6K 0.03% 139
2024
Q3 		$274K Buy
2,292
+135
+6% +$15.5K 0.03% 141
2024
Q2 		$243K Buy
2,157
+166
+8% +$18.3K 0.03% 153
2024
Q1 		$220K Buy
+1,991
New +$211K 0.03% 149
2020
Q1 		– Sell
-2,751
Closed -$223K – 82
2019
Q4 		$223K Buy
+2,751
New +$214K 0.04% 78

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Heartwood Wealth Advisors's VT Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.16% in Q2 2026, buying an estimated $763 and bringing the position to 3,177 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #139.

Heartwood Wealth Advisors first reported a position in VT in Q4 2019 and has held it in 11 quarters since. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Heartwood Wealth Advisors held 3,177 shares of Vanguard Total World Stock ETF worth $499K as of Q2 2026.
  • Heartwood Wealth Advisors bought 5 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $763.
  • Vanguard Total World Stock ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 11 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.