Vanguard Group’s Heartbeam BEAT Stock Holding History

Vanguard Group’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.6M	Sell	1,084,210 -34,182	-3%	-$58.6K	﹤0.01%	3477
2025 Q3	$1.85M	Hold	1,118,392	–	–	﹤0.01%	3605
2025 Q2	$1.4M	Buy	1,118,392 +295,379	+36%	+$491K	﹤0.01%	3652
2025 Q1	$1.65M	Buy	823,013 +59,310	+8%	+$126K	﹤0.01%	3555
2024 Q4	$1.76M	Buy	763,703 +12,989	+2%	+$32.7K	﹤0.01%	3607
2024 Q3	$1.74M	Buy	750,714 +36,864	+5%	+$89.1K	﹤0.01%	3600
2024 Q2	$1.83M	Buy	713,850 +121,887	+21%	+$275K	﹤0.01%	3588
2024 Q1	$1.29M	Buy	591,963 +91,441	+18%	+$173K	﹤0.01%	3728
2023 Q4	$1.18M	Buy	500,522 +206,039	+70%	+$308K	﹤0.01%	3775
2023 Q3	$633K	Buy	294,483 +138,844	+89%	+$353K	﹤0.01%	3985
2023 Q2	$375K	Buy	155,639 +31,475	+25%	+$72.6K	﹤0.01%	4191
2023 Q1	$282K	Buy	124,164 +83,238	+203%	+$292K	﹤0.01%	4265
2022 Q4	$200K	Buy	40,926 +25,356	+163%	+$110K	﹤0.01%	4313
2022 Q3	$61K	Hold	15,570	–	–	﹤0.01%	4529
2022 Q2	$20K	Hold	15,570	–	–	﹤0.01%	4612
2022 Q1	$29K	Buy	+15,570	New	+$33.8K	﹤0.01%	4622

Other funds holding BEAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Vanguard Group's BEAT Position: Q4 2025 in Review

Vanguard Group reduced its Heartbeam (BEAT) stake by 3.1% in Q4 2025, selling an estimated $58.6K and leaving 1,084,210 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

Vanguard Group first reported a position in BEAT in Q1 2022 and has held it in 16 quarters since. 41 funds tracked by Wall St. Rank hold BEAT as of Q4 2025.

Vanguard Group held 1,084,210 shares of Heartbeam worth $2.6M as of Q4 2025.
Vanguard Group sold 34,182 Heartbeam shares in Q4 2025, an estimated $58.6K.
Heartbeam made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3477 holding.
Vanguard Group first reported a position in Heartbeam in Q1 2022 and has held it in 16 quarters since.
41 funds tracked by Wall St. Rank held Heartbeam as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.