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Heartwood Wealth Advisors LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heartwood Wealth Advisors LLC on VUG, newest first. How the timeline and the estimate are built.

Heartwood Wealth Advisors LLC held 234,148 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 234,148 shares
    Change vs previous 13F -496 shares

    1.67% of the 13F portfolio, value $21,099,076.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 234,644 shares
    Change vs previous 13F +195,523 shares

    1.57% of the 13F portfolio, value $20,212,234.

    13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 39,121 shares
    Change vs previous 13F -1,224 shares

    1.49% of the 13F portfolio, value $17,087,662.

    13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 40,345 shares
    Change vs previous 13F +487 shares

    1.81% of the 13F portfolio, value $19,682,712.

    13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 39,858 shares
    Change vs previous 13F +65 shares

    1.78% of the 13F portfolio, value $19,116,295.

    13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 39,793 shares
    Change vs previous 13F -361 shares

    1.82% of the 13F portfolio, value $17,445,251.

    13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 40,154 shares
    Change vs previous 13F -8,498 shares

    1.7% of the 13F portfolio, value $14,889,906.

    13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 48,652 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $19,968,727.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).