HWA
VV icon

Heartwood Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Heartwood Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130M Buy
377,107
+12,560
+3% +$4.19M 10.07% 1
2026
Q1 		$109M Buy
364,547
+6,695
+2% +$2.09M 9.5% 1
2025
Q4 		$113M Buy
357,852
+3,145
+0.9% +$982K 10.38% 1
2025
Q3 		$109M Buy
354,707
+2,529
+0.7% +$749K 10.19% 1
2025
Q2 		$100M Buy
352,178
+3,622
+1% +$954K 10.49% 1
2025
Q1 		$89.6M Sell
348,556
-39,753
-10% -$10.8M 10.23% 1
2024
Q4 		$105M Buy
388,309
+3,584
+0.9% +$971K 11.79% 1
2024
Q3 		$101M Buy
384,725
+2,684
+0.7% +$681K 11.21% 1
2024
Q2 		$95.4M Buy
382,041
+2,961
+0.8% +$711K 11.4% 1
2024
Q1 		$90.9M Sell
379,080
-32,136
-8% -$7.35M 11.19% 1
2023
Q4 		$89.7M Buy
411,216
+5,103
+1% +$1.04M 11.94% 1
2023
Q3 		$79.5M Buy
406,113
+1,556
+0.4% +$317K 11.72% 1
2023
Q2 		$82M Buy
404,557
+6,567
+2% +$1.26M 11.63% 1
2023
Q1 		$74.3M Buy
397,990
+15,490
+4% +$2.82M 11.08% 1
2022
Q4 		$66.6M Buy
382,500
+19,986
+6% +$3.51M 10.43% 1
2022
Q3 		$59.3M Buy
362,514
+13,222
+4% +$2.4M 10.27% 1
2022
Q2 		$60.2M Buy
349,292
+7,975
+2% +$1.5M 9.91% 1
2022
Q1 		$71.2M Sell
341,317
-20,869
-6% -$4.29M 10.6% 1
2021
Q4 		$80M Sell
362,186
-1,861
-0.5% -$399K 12.02% 1
2021
Q3 		$73.1M Buy
364,047
+3,277
+0.9% +$677K 11.39% 1
2021
Q2 		$72.4M Sell
360,770
-3,452
-0.9% -$674K 11.14% 1
2021
Q1 		$67.5M Sell
364,222
-14,912
-4% -$2.7M 10.84% 1
2020
Q4 		$66.6M Buy
379,134
+2,721
+0.7% +$452K 10.75% 3
2020
Q3 		$58.9M Sell
376,413
-265,249
-41% -$40.9M 11.26% 1
2020
Q2 		$54.8M Buy
641,662
+272,213
+74% +$36.8M 10.86% 1
2020
Q1 		$43.8M Sell
369,449
-36,385
-9% -$5.11M 10.5% 2
2019
Q4 		$60M Buy
+405,834
New +$57.4M 11.47% 2

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 3.4% in Q2 2026, buying an estimated $4.19M and bringing the position to 377,107 shares worth $130M. The position accounts for 10.07% of the portfolio, ranked #1.

Heartwood Wealth Advisors first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 501 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Heartwood Wealth Advisors held 377,107 shares of Vanguard Large-Cap ETF worth $130M as of Q2 2026.
  • Heartwood Wealth Advisors bought 12,560 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $4.19M.
  • Vanguard Large-Cap ETF made up 10.07% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 501 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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