VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,560 Value ($000) $773 Avg Close Range
Q3 2025
Shares 2,560 Value ($000) $762 Avg Close Range
Q2 2025
Shares 2,560 Value ($000) $709 Avg Close Range
Q1 2025
Shares 2,560 Value ($000) $645 Avg Close Range
Q4 2024
Shares 2,560 Value ($000) $717 Avg Close Range
Q3 2024
Shares 2,560 Value ($000) $684 Avg Close Range
Q2 2024
Shares 2,560 Value ($000) $640 Avg Close Range
Q1 2024
Shares 2,560 Value ($000) $667 Avg Close Range
Q4 2023
Shares 2,560 Value ($000) $619 Avg Close Range
Q3 2023
Shares 2,560 Value ($000) $548 Avg Close Range
Q2 2023
Shares 2,560 Value ($000) $588 Avg Close Range
Q1 2023
Shares 2,560 Value ($000) $554 Avg Close Range
Q4 2022
Shares 2,560 Value ($000) $513 Avg Close Range
Q3 2022
Shares 2,560 Value ($000) $500 Avg Close Range
Q2 2022
Shares 2,560 Value ($000) $504 Avg Close Range
Q1 2022
Shares 2,560 Value ($000) $635 Avg Close Range
Q4 2021
Shares 2,560 Value ($000) $721 Avg Close Range
Q3 2021
Shares 2,560 Value ($000) $717 Avg Close Range
Q2 2021
Shares 2,560 Value ($000) $742 Avg Close Range
Q1 2021
Shares 2,560 Value ($000) $703 Avg Close Range
Q4 2020
Shares 2,560 Value ($000) $685 Avg Close Range
Q3 2020
Shares 2,560 Value ($000) $550 Avg Close Range
Q2 2020
Shares 2,560 Value ($000) $511 Avg Close Range
Q1 2020
Shares 2,560 Value ($000) $385 Avg Close Range
Q4 2019
Shares 2,560 Value ($000) $509 Avg Close Range