Vanguard Value ETF shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $935k | 5.0k | 186.47 |
| 2025-06-30 | $880k | 5.0k | 176.73 |
| 2025-03-31 | $860k | 5.0k | 172.73 |
| 2024-12-31 | $842k | 5.0k | 169.31 |
| 2024-09-30 | $876k | 5.0k | 174.58 |
| 2024-06-30 | $803k | 5.0k | 160.31 |
| 2024-03-31 | $816k | 5.0k | 162.91 |
| 2023-12-31 | $657k | 4.4k | 149.49 |
| 2023-09-30 | $852k | 6.2k | 137.98 |
| 2023-06-30 | $876k | 6.2k | 142.02 |
| 2023-03-31 | $866k | 6.3k | 138.12 |
| 2022-12-31 | $879k | 6.3k | 140.35 |
| 2022-09-30 | $772k | 6.3k | 123.44 |
| 2022-06-30 | $824k | 6.2k | 131.92 |
| 2022-03-31 | $903k | 6.1k | 147.77 |
| 2021-12-31 | $891k | 6.1k | 147.18 |