Heartwood Wealth Advisors LLC Has $109.20 Million Stock Position in Vanguard Large-Cap ETF $VV

Heartwood Wealth Advisors LLC increased its position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV) by 0.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 354,707 shares of the company’s stock after buying an additional 2,529 shares during the period. Vanguard Large-Cap ETF accounts for approximately 10.2% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its biggest position. Heartwood Wealth Advisors LLC owned approximately 0.24% of Vanguard Large-Cap ETF worth $109,200,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wealthspire Advisors LLC grew its position in shares of Vanguard Large-Cap ETF by 26.2% in the 2nd quarter. Wealthspire Advisors LLC now owns 1,096,878 shares of the company’s stock valued at $312,939,000 after acquiring an additional 227,460 shares during the period. Jones Financial Companies Lllp lifted its stake in Vanguard Large-Cap ETF by 1.3% in the 1st quarter. Jones Financial Companies Lllp now owns 16,130,782 shares of the company’s stock valued at $4,120,951,000 after purchasing an additional 213,730 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in Vanguard Large-Cap ETF by 14.3% during the second quarter. Envestnet Asset Management Inc. now owns 1,545,138 shares of the company’s stock worth $440,820,000 after purchasing an additional 193,655 shares during the period. Johnson Financial Group LLC increased its position in Vanguard Large-Cap ETF by 12.0% during the second quarter. Johnson Financial Group LLC now owns 1,610,784 shares of the company’s stock worth $459,557,000 after buying an additional 173,152 shares during the last quarter. Finally, Corient Private Wealth LLC raised its stake in Vanguard Large-Cap ETF by 114.3% in the second quarter. Corient Private Wealth LLC now owns 267,120 shares of the company’s stock valued at $72,399,000 after buying an additional 142,474 shares during the period.

Vanguard Large-Cap ETF Trading Down 0.2%

VV stock opened at $314.13 on Tuesday. Vanguard Large-Cap ETF has a 1-year low of $221.40 and a 1-year high of $318.84. The business’s 50 day simple moving average is $311.81 and its 200 day simple moving average is $299.09. The firm has a market capitalization of $47.19 billion, a PE ratio of 24.59 and a beta of 1.01.

About Vanguard Large-Cap ETF

Vanguard Large-Cap Index Fund (the Fund) seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs a passive management investment approach designed to track the performance of the MSCI US Prime Market 750 Index, a diversified index predominantly made up of stocks of large United States companies.