Vanguard Growth ETF shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 4.6k | 479.61 |
| 2025-06-30 | $2.0M | 4.5k | 438.40 |
| 2025-03-31 | $1.6M | 4.4k | 370.82 |
| 2024-12-31 | $1.8M | 4.4k | 410.44 |
| 2024-09-30 | $1.7M | 4.3k | 383.93 |
| 2024-06-30 | $1.6M | 4.3k | 374.01 |
| 2024-03-31 | $1.5M | 4.3k | 344.20 |
| 2023-12-31 | $1.4M | 4.4k | 310.88 |
| 2023-09-30 | $1.2M | 4.3k | 272.31 |
| 2023-06-30 | $1.2M | 4.1k | 282.96 |
| 2023-03-31 | $1.1M | 4.4k | 249.44 |
| 2022-12-31 | $913k | 4.3k | 213.11 |
| 2022-09-30 | $884k | 4.1k | 213.94 |
| 2022-06-30 | $920k | 4.1k | 222.65 |
| 2022-03-31 | $1.2M | 4.1k | 287.51 |
| 2021-12-31 | $1.3M | 4.2k | 320.66 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services