Heritage Wealth Management, Inc. /Ca/ Vanguard Small Cap Growth ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

$150 Billion
Q2 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 7,375 shares of VBK stock, worth $2.26 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

7,375

Previous 7,427 0.7%

Holding current value

$2.26 Million

Previous $1.87 Billion 9.23%

% of portfolio

1.36%

Previous 1.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$219.76 - $276.94 $11,427 - $14,400	-52 Reduced 0.7%	7,375 $2.04 Billion
Q1 2025 Apr 30, 2025	BUY	$247.97 - $296.33 $105,139 - $125,643	424 Added 6.05%	7,427 $1.87 Billion
Q4 2024 Feb 11, 2025	BUY	$264.18 - $304.19 $863,604 - $994,397	3,269 Added 87.55%	7,003 $1.96 Billion
Q3 2024 Oct 18, 2024	SELL	$240.48 - $267.94 $29,338 - $32,688	-122 Reduced 3.16%	3,734 $998 Million
Q2 2024 Jul 25, 2024	BUY	$237.63 - $258.31 $10,455 - $11,365	44 Added 1.15%	3,856 $965 Million
Q1 2024 May 06, 2024	SELL	$231.0 - $260.72 $121,737 - $137,399	-527 Reduced 12.15%	3,812 $994 Million
Q4 2023 Feb 14, 2024	BUY	$196.36 - $245.46 $852,006 - $1.07 Million	4,339 New	4,339 $1.05 Billion

Others Institutions Holding VBK

# of Institutions

1,244

Shares Held

44.6M

Call Options Held

63.2K

Put Options Held

44.5K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Heritage Wealth Management, Inc. /Ca/ Vanguard Small Cap Growth ETF Transaction History