HWA
VV icon

Heartwood Wealth Advisors’s Vanguard Morningstar 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its Vanguard Morningstar 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. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Heartwood Wealth Advisors held 377,107 shares of Vanguard Morningstar Large-Cap ETF worth $130M as of Q2 2026.
  • Heartwood Wealth Advisors bought 12,560 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.19M.
  • Vanguard Morningstar 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 Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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