Vanguard Mid-Cap ETF shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Vanguard Mid-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap ETF by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $653k | 2.5k | 263.83 |
| 2024-06-30 | $638k | 2.6k | 242.10 |
| 2024-03-31 | $764k | 3.1k | 249.86 |
| 2023-12-31 | $847k | 3.6k | 232.64 |
| 2023-09-30 | $768k | 3.7k | 208.24 |
| 2023-06-30 | $929k | 4.2k | 220.16 |
| 2023-03-31 | $756k | 3.6k | 210.92 |
| 2022-12-31 | $986k | 4.8k | 203.81 |
| 2022-09-30 | $673k | 3.6k | 187.78 |
| 2022-06-30 | $705k | 3.6k | 196.71 |
| 2022-03-31 | $876k | 3.7k | 237.79 |
| 2021-12-31 | $897k | 3.5k | 254.61 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services