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Vanguard Value ETF shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Vanguard Value ETF

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All positions including Vanguard Value 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 Value ETF by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 1.4k 186.49
2025-06-30 $253k 1.4k 176.74
2025-03-31 $262k 1.5k 172.74

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Us Bancorp Del Com New (USB)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Johnson & Johnson (JNJ)
Kroger (KR)
Cisco Systems (CSCO)
Allstate Corporation (ALL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)

View all positions for Heritage Wealth Management

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF