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Vanguard Sht Term Govt Bond ETF shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Vanguard Sht Term Govt Bond ETF (VGSH) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Vanguard Sht Term Govt Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Sht Term Govt Bond 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 Sht Term Govt Bond ETF by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 103k 59.02
2024-06-30 $5.9M 102k 57.99
2024-03-31 $5.4M 94k 58.07
2023-12-31 $5.4M 92k 58.33

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 Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding Vanguard Sht Term Govt Bond ETF

Morgan Stanley
Jpmorgan Chase & Co
Goldman Sachs Group
Orgel Wealth Management
Bank of America Corporation
Northern Trust
Envestnet Asset Management
Partners Capital Investment Group
State Street Corporation
M^T Bank Corporation
SCS Capital Management
Municipal Employees' Retirement System of Michigan
Wealth Enhancement Advisory Services
HPM Partners
Wells Fargo & Company

View all funds holding Vanguard Sht Term Govt Bond ETF