VANGUARD INDEX FDS

Ticker: VV CUSIP: 922908637 Class: ETF

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

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

Q4 2025
Shares 357,852 Value ($000) $112,652 Avg Close — Range —
Q3 2025
Shares 354,707 Value ($000) $109,200 Avg Close — Range —
Q2 2025
Shares 352,178 Value ($000) $100,476 Avg Close — Range —
Q1 2025
Shares 348,556 Value ($000) $89,589 Avg Close — Range —
Q4 2024
Shares 388,309 Value ($000) $104,727 Avg Close — Range —
Q3 2024
Shares 384,725 Value ($000) $101,294 Avg Close — Range —
Q2 2024
Shares 382,041 Value ($000) $95,365 Avg Close — Range —
Q1 2024
Shares 379,080 Value ($000) $90,888 Avg Close — Range —
Q4 2023
Shares 411,216 Value ($000) $89,707 Avg Close — Range —
Q3 2023
Shares 406,113 Value ($000) $79,472 Avg Close — Range —
Q2 2023
Shares 404,557 Value ($000) $82,012 Avg Close — Range —
Q1 2023
Shares 397,990 Value ($000) $74,349 Avg Close — Range —
Q4 2022
Shares 382,500 Value ($000) $66,632 Avg Close — Range —
Q3 2022
Shares 362,514 Value ($000) $59,293 Avg Close — Range —
Q2 2022
Shares 349,292 Value ($000) $60,200 Avg Close — Range —
Q1 2022
Shares 341,317 Value ($000) $71,161 Avg Close — Range —
Q4 2021
Shares 362,186 Value ($000) $80,046 Avg Close — Range —
Q3 2021
Shares 364,047 Value ($000) $73,144 Avg Close — Range —
Q2 2021
Shares 360,770 Value ($000) $72,425 Avg Close — Range —
Q1 2021
Shares 364,222 Value ($000) $67,490 Avg Close — Range —
Q4 2020
Shares 379,134 Value ($000) $66,629 Avg Close — Range —
Q3 2020
Shares 376,413 Value ($000) $58,886 Avg Close — Range —
Q2 2020
Shares 641,662 Value ($000) $54,838 Avg Close — Range —
Q1 2020
Shares 369,449 Value ($000) $43,754 Avg Close — Range —
Q4 2019
Shares 405,834 Value ($000) $59,998 Avg Close — Range —