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Vanguard Small-Cap Growth ETF shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Vanguard Small-Cap Growth ETF

23:59:59.999Sep 29, 202423:59:59.999500:00:00Sep 30, 202400:00:00.000500:00:00.0015.383226M5.3832265M5.383227M5.3832275M5.383228M20.133k20.1335k20.134k20.1345k20.135k
Value ($)Share countHistorical VBK position of Heritage Oak Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 20k 267.37