Vanguard Small-Cap Growth ETF shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 7.7k | 297.64 |
| 2025-06-30 | $2.0M | 7.4k | 276.94 |
| 2025-03-31 | $1.9M | 7.4k | 251.77 |
| 2024-12-31 | $2.0M | 7.0k | 280.05 |
| 2024-09-30 | $998k | 3.7k | 267.39 |
| 2024-06-30 | $965k | 3.9k | 250.13 |
| 2024-03-31 | $994k | 3.8k | 260.73 |
| 2023-12-31 | $1.0M | 4.3k | 241.77 |
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