Vanguard Growth ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 805 | 479.40 |
| 2025-06-30 | $353k | 805 | 438.21 |
| 2025-03-31 | $432k | 1.2k | 370.71 |
| 2024-12-31 | $478k | 1.2k | 410.32 |
| 2024-09-30 | $668k | 1.7k | 383.85 |
| 2024-06-30 | $181k | 485 | 373.74 |
| 2024-03-31 | $167k | 485 | 343.95 |
| 2023-12-31 | $66k | 211 | 310.36 |
| 2023-09-30 | $83k | 303 | 272.31 |
| 2022-12-31 | $43k | 200 | 213.11 |