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Vanguard Total Stock Market ETF shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management 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 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $238k 891 267.51
2024-03-31 $226k 870 259.90
2022-12-31 $7.8M 41k 191.19
2022-09-30 $4.4M 25k 179.45
2022-06-30 $5.5M 29k 188.62
2022-03-31 $7.2M 32k 227.67
2021-09-30 $124k 557 222.62
2021-06-30 $117k 523 223.71

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Xpel (XPEL)
Kla Corp Com New (KLAC)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Heritage Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Wealthfront Advisers
Bank of America Corporation
Us Bancorp
LPL Financial
Morgan Stanley
WealthNavi
Strategic Financial Concepts
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Wells Fargo & Company
Ballentine Partners

View all funds holding Vanguard Total Stock Market ETF