Vanguard Mid-Cap Value ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard Mid-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap Value ETF held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap Value ETF by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 1.9k | 174.58 |
| 2025-06-30 | $321k | 1.9k | 164.46 |
| 2025-03-31 | $313k | 1.9k | 160.54 |
| 2024-12-31 | $315k | 1.9k | 161.77 |
| 2024-09-30 | $327k | 1.9k | 167.67 |
| 2024-06-30 | $293k | 1.9k | 150.43 |
| 2024-03-31 | $1.9M | 7.4k | 249.86 |
| 2023-12-31 | $283k | 1.9k | 145.01 |
| 2023-09-30 | $255k | 1.9k | 130.96 |
| 2023-06-30 | $270k | 1.9k | 138.38 |
| 2023-03-31 | $261k | 1.9k | 134.07 |
| 2022-12-31 | $264k | 1.9k | 135.24 |
| 2022-09-30 | $237k | 1.9k | 121.77 |
| 2022-06-30 | $252k | 1.9k | 129.30 |
| 2022-03-31 | $292k | 1.9k | 149.82 |
| 2021-12-31 | $293k | 1.9k | 150.33 |
| 2021-09-30 | $272k | 1.9k | 139.61 |
| 2021-06-30 | $229k | 1.9k | 118.71 |
| 2021-03-31 | $263k | 1.9k | 134.87 |
| 2020-12-31 | $229k | 1.9k | 118.71 |
| 2020-09-30 | $196k | 1.9k | 101.37 |
| 2020-06-30 | $184k | 2.3k | 79.83 |
| 2020-03-31 | $157k | 1.9k | 81.29 |
| 2019-12-31 | $230k | 1.9k | 119.19 |
| 2019-09-30 | $217k | 1.9k | 112.49 |
| 2019-06-30 | $215k | 1.9k | 111.34 |