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Vanguard Mid-Cap ETF shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $847k 3.6k 232.64
2023-09-30 $768k 3.7k 208.24
2023-06-30 $929k 4.2k 220.16
2023-03-31 $756k 3.6k 210.92
2022-12-31 $986k 4.8k 203.81
2022-09-30 $673k 3.6k 187.78
2022-06-30 $705k 3.6k 196.71
2022-03-31 $876k 3.7k 237.79
2021-12-31 $897k 3.5k 254.61