Vanguard S&p 500 Etf idx shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 36k | 612.37 |
| 2025-06-30 | $21M | 37k | 568.03 |
| 2025-03-31 | $19M | 37k | 513.91 |
| 2024-12-31 | $3.8M | 7.1k | 538.83 |
| 2024-09-30 | $29M | 56k | 527.67 |
| 2024-06-30 | $19M | 37k | 500.13 |
| 2024-03-31 | $42k | 579 | 72.66 |
| 2023-12-31 | $16M | 37k | 436.80 |
| 2023-09-30 | $228k | 581 | 392.70 |
| 2023-06-30 | $237k | 581 | 407.28 |
| 2023-03-31 | $219k | 581 | 376.07 |
| 2022-12-31 | $204k | 581 | 351.34 |
| 2022-09-30 | $191k | 581 | 328.30 |
| 2022-06-30 | $202k | 581 | 347.68 |
| 2022-03-31 | $241k | 581 | 414.80 |
| 2021-12-31 | $254k | 581 | 436.57 |
| 2021-09-30 | $229k | 581 | 394.40 |
| 2021-06-30 | $222k | 646 | 343.65 |
| 2021-03-31 | $212k | 581 | 364.30 |
| 2020-12-31 | $222k | 646 | 343.65 |
| 2020-09-30 | $199k | 646 | 307.65 |
| 2020-06-30 | $202k | 40k | 5.05 |
| 2020-03-31 | $188k | 792 | 236.82 |
| 2019-12-31 | $234k | 792 | 295.80 |
| 2019-09-30 | $158k | 581 | 271.94 |
| 2019-06-30 | $156k | 581 | 269.15 |