Vanguard Mid-Cap ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors 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 Wealth Advisors 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 8.6k | 293.74 |
| 2025-06-30 | $2.3M | 8.4k | 279.83 |
| 2025-03-31 | $2.2M | 8.4k | 258.62 |
| 2024-12-31 | $2.2M | 8.4k | 264.12 |
| 2024-09-30 | $2.2M | 8.3k | 263.84 |
| 2024-06-30 | $1.8M | 7.4k | 242.10 |
| 2024-03-31 | $78k | 329 | 235.79 |
| 2023-12-31 | $1.7M | 7.4k | 232.63 |
| 2023-09-30 | $1.2M | 5.8k | 208.23 |
| 2023-06-30 | $1.3M | 5.9k | 220.16 |
| 2023-03-31 | $1.2M | 5.6k | 210.94 |
| 2022-12-31 | $1.1M | 5.4k | 203.81 |
| 2022-09-30 | $984k | 5.2k | 188.04 |
| 2022-06-30 | $1.0M | 5.2k | 197.06 |
| 2022-03-31 | $1.2M | 5.2k | 237.77 |
| 2021-12-31 | $1.3M | 5.2k | 254.78 |
| 2021-09-30 | $1.2M | 5.2k | 236.76 |
| 2021-06-30 | $1.2M | 5.2k | 237.33 |
| 2021-03-31 | $741k | 3.3k | 221.35 |
| 2020-12-31 | $692k | 3.3k | 206.69 |
| 2020-09-30 | $589k | 3.3k | 176.26 |
| 2020-06-30 | $547k | 1.9k | 283.57 |
| 2020-03-31 | $392k | 3.0k | 131.64 |
| 2019-12-31 | $493k | 2.8k | 178.18 |
| 2019-09-30 | $320k | 1.9k | 167.28 |
| 2019-06-30 | $313k | 1.9k | 167.16 |
| 2019-03-31 | $274k | 1.7k | 160.71 |
| 2018-12-31 | $235k | 1.7k | 138.07 |
| 2018-09-30 | $278k | 1.7k | 164.11 |
| 2018-06-30 | $268k | 1.7k | 158.21 |
| 2018-03-31 | $261k | 1.7k | 154.26 |
| 2017-12-31 | $261k | 1.7k | 154.44 |
| 2017-09-30 | $247k | 1.7k | 146.76 |
| 2017-06-30 | $240k | 1.7k | 142.60 |
| 2017-03-31 | $218k | 1.6k | 139.48 |
| 2016-12-31 | $206k | 1.6k | 131.80 |
| 2016-06-30 | $248k | 2.0k | 123.63 |
| 2016-03-31 | $243k | 2.0k | 121.32 |
| 2015-12-31 | $241k | 2.0k | 120.50 |