Vanguard Value ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $837k | 4.5k | 186.49 |
| 2025-06-30 | $793k | 4.5k | 176.74 |
| 2025-03-31 | $654k | 3.8k | 172.74 |
| 2024-12-31 | $641k | 3.8k | 169.30 |
| 2024-09-30 | $661k | 3.8k | 174.57 |
| 2024-06-30 | $608k | 3.8k | 160.41 |
| 2024-03-31 | $9.2M | 57k | 162.86 |
| 2023-12-31 | $8.5M | 57k | 149.50 |
| 2023-09-30 | $28k | 205 | 137.93 |
| 2023-06-30 | $29k | 205 | 142.10 |
| 2023-03-31 | $31k | 227 | 138.19 |
| 2022-12-31 | $29k | 205 | 140.37 |
| 2022-09-30 | $25k | 205 | 121.95 |
| 2022-06-30 | $27k | 205 | 131.71 |
| 2022-03-31 | $30k | 205 | 146.34 |
| 2020-03-31 | $133k | 1.5k | 89.06 |
| 2019-12-31 | $465k | 3.9k | 119.85 |
| 2019-09-30 | $33k | 301 | 109.63 |
| 2019-06-30 | $9.5k | 86 | 110.92 |
| 2019-03-31 | $9.3k | 86 | 107.63 |
| 2018-12-31 | $8.0k | 86 | 93.02 |
| 2018-09-30 | $9.0k | 86 | 104.65 |