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Vanguard Extended Market ETF shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Vanguard Extended Market ETF (VXF) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Vanguard Extended Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Market ETF held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Extended Market ETF by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 1.4k 209.30
2025-06-30 $268k 1.4k 192.77
2025-03-31 $221k 1.3k 172.26
2024-12-31 $203k 1.1k 189.98
2023-12-31 $209k 1.3k 164.42
2022-06-30 $35k 272 128.68

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Vanguard Extended Market ETF

Morgan Stanley
Wealthfront Advisers
Envestnet Asset Management
Sontag Advisory
Vanguard Group
Fifth Third Bancorp
Assetmark
LPL Financial
Us Bancorp
Mercer Global Advisors
Royal Bank of Canada
Colony
Plante Moran Financial Advisors
Envestnet Portfolio Solutions
HPM Partners

View all funds holding Vanguard Extended Market ETF