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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

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All positions including Vanguard Growth ETF held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $256k 823 311.06
2023-09-30 $224k 823 272.18
2023-06-30 $233k 823 283.11

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Heritage Investment Group

Top funds holding Vanguard Growth ETF

Bank of America Corporation
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EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
D.A. Davidson & Co.
Royal Bank of Canada
Bank of New York Mellon
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Vanguard Growth ETF