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Vanguard Small-Cap ETF shares owned by Heron Financial Group

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

Historical chart of Heron Financial 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 Heron Financial 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 Heron Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.7M 34k 198.89
2023-03-31 $6.7M 35k 189.56
2022-09-30 $6.4M 38k 170.91
2022-06-30 $6.0M 34k 176.11
2022-03-31 $7.0M 33k 212.51
2021-12-31 $6.4M 30k 210.77
2021-09-30 $6.4M 29k 218.67
2021-06-30 $6.0M 27k 225.30
2021-03-31 $5.8M 27k 217.38
2020-12-31 $4.8M 24k 203.86
2020-09-30 $3.7M 23k 160.31
2020-06-30 $3.2M 22k 145.70
2020-03-31 $2.7M 21k 125.16
2019-12-31 $3.4M 20k 168.23