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Vanguard Small-Cap ETF shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 3.8k 261.92

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Heritage Family Offices

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Mercer Global Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Jones Financial Companies, L.L
Raymond James Financial
Mariner Wealth Advisors
Ameriprise Financial
Royal Bank of Canada
Creative Planning

View all funds holding Vanguard Small-Cap ETF