Heritage Wealth Advisors »

Vanguard Growth ETF shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Growth ETF by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $397k 1.3k 310.79
2023-09-30 $83k 303 272.31
2022-12-31 $43k 200 213.11

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding Vanguard Growth ETF

Bank of America Corporation
UBS Group
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
D.A. Davidson & Co.
Royal Bank of Canada
Bank of New York Mellon
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Vanguard Growth ETF