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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
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 Broad Usd High (USHY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Heritage Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
National Mutual Insurance Federation of Agricultural Cooperatives
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF