Heartwood Wealth Advisors LLC Has $33.99 Million Position in Vanguard Russell 1000 (NASDAQ:VONE)

Heartwood Wealth Advisors LLC grew its holdings in shares of Vanguard Russell 1000 (NASDAQ:VONE) by 0.7% in the fourth quarter, HoldingsChannel reports. The fund owned 127,426 shares of the company’s stock after purchasing an additional 910 shares during the quarter. Vanguard Russell 1000 makes up about 3.8% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 7th largest holding. Heartwood Wealth Advisors LLC’s holdings in Vanguard Russell 1000 were worth $33,987,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Sequoia Financial Advisors LLC increased its stake in shares of Vanguard Russell 1000 by 2.1% in the third quarter. Sequoia Financial Advisors LLC now owns 4,160 shares of the company’s stock worth $1,082,000 after purchasing an additional 84 shares in the last quarter. Financial Counselors Inc. increased its holdings in shares of Vanguard Russell 1000 by 3.2% in the third quarter. Financial Counselors Inc. now owns 2,848 shares of the company’s stock worth $741,000 after purchasing an additional 88 shares during the last quarter. Endowment Wealth Management Inc. raised its holdings in shares of Vanguard Russell 1000 by 1.0% during the 3rd quarter. Endowment Wealth Management Inc. now owns 9,923 shares of the company’s stock worth $2,581,000 after acquiring an additional 103 shares in the last quarter. Peoples Bank KS purchased a new position in shares of Vanguard Russell 1000 in the 3rd quarter worth $34,000. Finally, Venturi Wealth Management LLC bought a new position in shares of Vanguard Russell 1000 during the 3rd quarter valued at approximately $50,000.

Vanguard Russell 1000 Stock Performance

NASDAQ VONE traded down $3.78 on Friday, hitting $264.83. 75,401 shares of the stock were exchanged, compared to its average volume of 79,824. Vanguard Russell 1000 has a 52-week low of $214.09 and a 52-week high of $278.17. The firm has a market capitalization of $5.36 billion, a P/E ratio of 24.78 and a beta of 1.02. The stock has a fifty day moving average price of $271.17 and a two-hundred day moving average price of $259.38.

Vanguard Russell 1000 Announces Dividend

The firm also recently announced a dividend, which was paid on Thursday, December 26th. Stockholders of record on Monday, December 23rd were paid a dividend of $0.8477 per share. The ex-dividend date was Monday, December 23rd.

About Vanguard Russell 1000

The Vanguard Russell 1000 ETF (VONE) is an exchange-traded fund that is based on the Russell 1000 index, a market-cap-weighted index of the 1000 largest US companies. VONE was launched on Sep 20, 2010 and is managed by Vanguard.