HWA
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Heartwood Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Heartwood Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$688K Hold
1,860
– – 0.05% 122
2026
Q1 		$597K Buy
1,860
+14
+0.8% +$4.7K 0.05% 124
2025
Q4 		$619K Buy
1,846
+44
+2% +$14.6K 0.06% 104
2025
Q3 		$591K Buy
1,802
+701
+64% +$221K 0.06% 110
2025
Q2 		$335K Hold
1,101
– – 0.03% 141
2025
Q1 		$303K Buy
1,101
+112
+11% +$32.5K 0.03% 136
2024
Q4 		$287K Buy
989
+14
+1% +$4.08K 0.03% 137
2024
Q3 		$276K Buy
975
+23
+2% +$6.27K 0.03% 139
2024
Q2 		$255K Buy
952
+87
+10% +$22.5K 0.03% 147
2024
Q1 		$225K Buy
+865
New +$214K 0.03% 144
2022
Q4 		– Sell
-2,045
Closed -$367K – 132
2022
Q3 		$367K Hold
2,045
– – 0.06% 82
2022
Q2 		$386K Hold
2,045
– – 0.06% 84
2022
Q1 		$466K Sell
2,045
-257
-11% -$57.8K 0.07% 78
2021
Q4 		$556K Hold
2,302
– – 0.08% 62
2021
Q3 		$511K Buy
2,302
+314
+16% +$71.6K 0.08% 61
2021
Q2 		$443K Hold
1,988
– – 0.07% 66
2021
Q1 		$411K Buy
1,988
+58
+3% +$11.7K 0.07% 61
2020
Q4 		$376K Hold
1,930
– – 0.06% 60
2020
Q3 		$329K Hold
1,930
– – 0.06% 62
2020
Q2 		$302K Buy
+1,930
New +$285K 0.06% 58

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Heartwood Wealth Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,860 shares worth $688K. The position accounts for 0.05% of the portfolio, ranked #122.

Heartwood Wealth Advisors first reported a position in VTI in Q2 2020 and has held it in 20 quarters since. 1,386 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Heartwood Wealth Advisors held 1,860 shares of Vanguard Total Stock Market ETF worth $688K as of Q2 2026.
  • Heartwood Wealth Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2020 and has held it in 20 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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