Vanguard Small-Cap ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95k | 373 | 254.28 |
| 2025-06-30 | $88k | 373 | 236.98 |
| 2025-03-31 | $83k | 373 | 221.75 |
| 2024-12-31 | $189k | 788 | 240.28 |
| 2024-09-30 | $187k | 788 | 237.21 |
| 2024-06-30 | $172k | 790 | 218.04 |
| 2024-03-31 | $231k | 3.8k | 60.30 |
| 2023-12-31 | $872k | 4.1k | 213.33 |
| 2023-09-30 | $773k | 4.1k | 189.07 |
| 2023-06-30 | $893k | 4.5k | 198.89 |
| 2023-03-31 | $775k | 4.1k | 189.56 |
| 2022-12-31 | $756k | 4.1k | 183.54 |
| 2022-09-30 | $694k | 4.1k | 170.91 |
| 2022-06-30 | $715k | 4.1k | 176.07 |
| 2022-03-31 | $863k | 4.1k | 212.51 |
| 2021-12-31 | $1.0M | 4.6k | 226.01 |
| 2021-09-30 | $997k | 4.6k | 218.67 |
| 2021-06-30 | $439k | 2.3k | 194.85 |
| 2021-03-31 | $482k | 2.3k | 214.08 |
| 2020-12-31 | $439k | 2.3k | 194.85 |
| 2020-09-30 | $347k | 2.3k | 153.80 |
| 2020-06-30 | $328k | 626 | 523.96 |
| 2020-03-31 | $260k | 2.3k | 115.44 |
| 2019-12-31 | $373k | 2.3k | 165.64 |
| 2019-09-30 | $13k | 88 | 147.73 |
| 2019-06-30 | $26k | 168 | 156.99 |