Heritage Wealth Advisors
Position in VABK — Virginia National Bankshares Corp
CIK 1591122
RICHMOND, VA
Position in VABK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,615
+$2,731 QoQ
Shares Held
442
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 92 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VABK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $5,082,554 across 15 Banks - Regional names. VABK ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,126 | $1,799,797 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,268 | $899,849 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,344 | $611,555 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,916 | $471,757 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,850 | $409,909 | |
| 6 | MTB |
M&T Bank Corp
|
1,460 | $347,494 | |
| 7 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $256,235 | |
| 8 | RF |
Regions Financial Corp
|
3,437 | $103,797 |
All Filings in VABK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,615 | 442 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,884 | 442 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,613 | 442 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,154 | 442 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,354 | 442 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,947 | 442 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,884 | 442 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,409 | 442 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,497 | 442 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $13,304 | 442 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $15,195 | 442 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $13,414 | 442 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $14,210 | 442 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $15,894 | 442 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $32,700 | 892 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||