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Vanguard Mid-Cap ETF shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors 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 Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 7.4k 232.63
2023-09-30 $1.2M 5.8k 208.23
2023-06-30 $1.3M 5.9k 220.16
2023-03-31 $1.2M 5.6k 210.94
2022-12-31 $1.1M 5.4k 203.81
2022-09-30 $984k 5.2k 188.04
2022-06-30 $1.0M 5.2k 197.06
2022-03-31 $1.2M 5.2k 237.77
2021-12-31 $1.3M 5.2k 254.75
2021-09-30 $1.2M 5.2k 236.76
2021-06-30 $1.2M 5.2k 237.33
2021-03-31 $741k 3.3k 221.35
2020-12-31 $692k 3.3k 206.69
2020-09-30 $589k 3.3k 176.26
2020-06-30 $547k 3.3k 163.89
2020-03-31 $392k 3.0k 131.64
2019-12-31 $493k 2.8k 178.18
2019-09-30 $320k 1.9k 167.28
2019-06-30 $313k 1.9k 167.16
2019-03-31 $274k 1.7k 160.71
2018-12-31 $235k 1.7k 138.07
2018-09-30 $278k 1.7k 164.11
2018-06-30 $268k 1.7k 158.21
2018-03-31 $261k 1.7k 154.26
2017-12-31 $261k 1.7k 154.44
2017-09-30 $247k 1.7k 146.76
2017-06-30 $240k 1.7k 142.60
2017-03-31 $218k 1.6k 139.48
2016-12-31 $206k 1.6k 131.80
2016-06-30 $248k 2.0k 123.63
2016-03-31 $243k 2.0k 121.32
2015-12-31 $241k 2.0k 120.50