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Vanguard Small-Cap ETF shares owned by Heritage Wealth Partners

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

Historical chart of Heritage Wealth Partners 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 Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 11k 237.22

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Small Cp Etf (VB)
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Heritage Wealth Partners

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Mercer Global Advisors
Goldman Sachs Group
Creative Planning
Captrust Financial Advisors
Pnc Financial Services
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Strategic Financial Concepts
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF