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Vanguard Small-Cap Growth ETF shares owned by Heritage Trust

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

Historical chart of Heritage Trust investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Heritage Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $253k 691 365.70
2018-12-31 $2.0k 12 166.67
2018-09-30 $2.0k 12 166.67
2018-06-30 $2.0k 12 166.67
2018-03-31 $2.0k 12 166.67
2017-12-31 $2.0k 12 166.67
2017-09-30 $2.0k 12 166.67
2017-06-30 $2.0k 12 166.67
2017-03-31 $3.0k 23 130.43

More positions owned by Heritage Trust

Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
Microsoft Corp Common Stock (MSFT)
State Street Spdr S&p 500 Etf-equity (SPY)
Alphabet Common Stock (GOOG)
Vanguard Etf-equity (VEA)
Abbvie Common Stock (ABBV)
Invesco Etf-equity (RSP)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Walmart Common Stock (WMT)
Micron Technology Common Stock (MU)
Qualcomm Common Stock (QCOM)
Angel Oak Etf-fixed Incom (UYLD)
Caterpillar Common Stock (CAT)

View all positions for Heritage Trust

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Morgan Stanley
Assetmark
EP Wealth Advisors
Sei Investments
LPL Financial
Wells Fargo & Company
UBS Group
Pnc Financial Services
Mather Group
Cohen Klingenstein
Jones Financial Companies, L.L
Envestnet Asset Management
Moneta Group Investment Advisors
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Growth ETF