Heartwood Wealth Advisors LLC Has $101.29 Million Stake in Vanguard Large-Cap ETF (NYSEARCA:VV)

Heartwood Wealth Advisors LLC grew its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV) by 0.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 384,725 shares of the company’s stock after purchasing an additional 2,684 shares during the period. Vanguard Large-Cap ETF makes up about 11.2% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its biggest position. Heartwood Wealth Advisors LLC owned about 0.27% of Vanguard Large-Cap ETF worth $101,294,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Creative Planning lifted its stake in Vanguard Large-Cap ETF by 1.0% in the 2nd quarter. Creative Planning now owns 12,959,229 shares of the company’s stock valued at $3,234,883,000 after purchasing an additional 128,121 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Vanguard Large-Cap ETF by 4.1% during the first quarter. Vanguard Group Inc. now owns 3,191,982 shares of the company’s stock worth $765,310,000 after buying an additional 125,284 shares in the last quarter. Strategic Financial Concepts LLC lifted its stake in shares of Vanguard Large-Cap ETF by 24,303.0% in the 2nd quarter. Strategic Financial Concepts LLC now owns 2,447,378 shares of the company’s stock valued at $610,914,000 after acquiring an additional 2,437,349 shares during the last quarter. Johnson Financial Group LLC boosted its holdings in shares of Vanguard Large-Cap ETF by 1.2% during the 2nd quarter. Johnson Financial Group LLC now owns 1,421,237 shares of the company’s stock valued at $354,769,000 after acquiring an additional 17,315 shares in the last quarter. Finally, TIAA Trust National Association boosted its holdings in shares of Vanguard Large-Cap ETF by 122.8% during the 1st quarter. TIAA Trust National Association now owns 1,069,270 shares of the company’s stock valued at $256,368,000 after acquiring an additional 589,319 shares in the last quarter.

Vanguard Large-Cap ETF Stock Down 1.0 %

Shares of VV opened at $260.37 on Tuesday. The stock has a market cap of $37.43 billion, a PE ratio of 25.46 and a beta of 1.01. Vanguard Large-Cap ETF has a 12-month low of $187.49 and a 12-month high of $264.18. The business has a 50-day simple moving average of $254.59 and a two-hundred day simple moving average of $247.30.

Vanguard Large-Cap ETF Profile

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.