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Vanguard Small-Cap ETF shares owned by Heritage Investment Group

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

Historical chart of Heritage Investment Group 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 Investment Group 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 Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $471k 2.0k 237.21
2024-06-30 $433k 2.0k 218.14
2024-03-31 $454k 2.0k 228.72
2023-12-31 $317k 1.5k 213.61
2023-09-30 $281k 1.5k 189.35
2023-06-30 $295k 1.5k 198.79
2023-03-31 $281k 1.5k 189.35
2022-12-31 $272k 1.5k 183.29
2022-09-30 $254k 1.5k 171.16
2022-03-31 $220k 1.0k 212.97
2021-12-31 $226k 999 226.23