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Heritage Wealth Management, Inc./Texas »

Vanguard Intmdte Tm Govt Bd ETF shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of Vanguard Intmdte Tm Govt Bd ETF (VGIT) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in Vanguard Intmdte Tm Govt Bd ETF

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All positions including Vanguard Intmdte Tm Govt Bd ETF held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intmdte Tm Govt Bd ETF by Heritage Wealth Management, Inc./Texas

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$412k	6.8k	60.42
2024-06-30	$397k	6.8k	58.23
2024-03-31	$1.2M	21k	58.55
2023-12-31	$985k	17k	59.32

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Vanguard Index Fds Real Estate Etf (VNQ)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Ishares Tr 0-3 Mnth Treasry (SGOV)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Ishares Tr Core S&p Scp Etf (IJR)

Dimensional Etf Trust World Ex Us Core (DFAX)

Ishares Tr Core S&p Mcp Etf (IJH)

Apple (AAPL)

Dimensional Etf Trust Internatnal Val (DFIV)

Targa Res Corp (TRGP)

Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Management, Inc./Texas

Top funds holding Vanguard Intmdte Tm Govt Bd ETF

Jpmorgan Chase & Co

Bank of America Corporation

Employees Retirement System of Texas

FMR

Empower Advisory Group

Creative Planning

SCS Capital Management

State Street Corporation

UBS Group

View all funds holding Vanguard Intmdte Tm Govt Bd ETF

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