Vanguard Total Stock Market ETF shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Vanguard Total Stock Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Total Stock Market ETF held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Total Stock Market ETF by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 9.5k | 237.22 |
| 2023-09-30 | $1.9M | 9.0k | 212.41 |
| 2023-06-30 | $2.2M | 9.9k | 220.28 |
| 2023-03-31 | $2.1M | 10k | 204.10 |
| 2022-12-31 | $1.8M | 9.6k | 191.19 |
| 2022-09-30 | $896k | 5.0k | 179.42 |
| 2022-06-30 | $574k | 3.0k | 188.51 |
| 2022-03-31 | $790k | 3.5k | 227.67 |
| 2021-12-31 | $658k | 2.7k | 241.20 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services
Top funds holding Vanguard Total Stock Market ETF
View all funds holding Vanguard Total Stock Market ETF