Vanguard Mid-Cap ETF shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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 Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap ETF by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 5.2k | 293.72 |
| 2025-06-30 | $1.4M | 5.2k | 279.83 |
| 2025-03-31 | $1.4M | 5.4k | 258.62 |
| 2024-12-31 | $1.4M | 5.2k | 264.13 |
| 2024-09-30 | $1.4M | 5.1k | 263.83 |
| 2024-06-30 | $1.4M | 5.7k | 241.67 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management