Vanguard Growth ETF shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Growth ETF by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 823 | 479.61 |
| 2025-06-30 | $361k | 823 | 438.40 |
| 2025-03-31 | $305k | 823 | 370.82 |
| 2024-12-31 | $338k | 823 | 410.44 |
| 2024-09-30 | $316k | 823 | 383.93 |
| 2024-06-30 | $308k | 823 | 374.24 |
| 2024-03-31 | $283k | 823 | 343.86 |
| 2023-12-31 | $256k | 823 | 311.06 |
| 2023-09-30 | $224k | 823 | 272.18 |
| 2023-06-30 | $233k | 823 | 283.11 |