Vanguard Mid-Cap ETF shares owned by Heritage Trust
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 859 | 293.74 |
| 2019-09-30 | $819k | 4.9k | 167.62 |
| 2019-06-30 | $836k | 5.0k | 167.23 |
| 2019-03-31 | $804k | 5.0k | 160.83 |
| 2018-12-31 | $14k | 102 | 137.25 |
| 2018-09-30 | $17k | 102 | 166.67 |
| 2018-06-30 | $16k | 102 | 156.86 |
| 2018-03-31 | $16k | 102 | 156.86 |
| 2017-12-31 | $16k | 102 | 156.86 |
| 2017-09-30 | $15k | 102 | 147.06 |