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
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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 |
|---|---|---|---|
| 2025-09-30 | $655k | 2.6k | 254.28 |
| 2025-06-30 | $609k | 2.6k | 236.98 |
| 2025-03-31 | $570k | 2.6k | 221.75 |
| 2024-12-31 | $477k | 2.0k | 240.28 |
| 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 |