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Vanguard Small-Cap Value ETF shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $269k 1.4k 186.31
2024-12-31 $273k 1.4k 198.18

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Heritage Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF