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Vanguard Scottsdale Fds vng rus1000grw shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Vanguard Scottsdale Fds vng rus1000grw (VONG) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Vanguard Scottsdale Fds vng rus1000grw

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds vng rus1000grw held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds vng rus1000grw by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 12k 121.75
2024-12-31 $580k 5.6k 103.30

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Series Kensington Hedge (KHPI)
Managed Portfolio Series Kensington Cr Op
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Series Trust State Street Spd (XME)
Ishares Tr Broad Usd High (USHY)
Planet Fitness Cl A (PLNT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Vanguard Scottsdale Fds vng rus1000grw

Cetera Investment Advisers
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Sequoia Financial Advisors
Raymond James Financial
Equitable Holdings
Commonwealth Equity Services
SageView Advisory Group
Branch Banking & Trust Company
HighTower Advisors
Janney Montgomery Scott

View all funds holding Vanguard Scottsdale Fds vng rus1000grw