Heritage Wealth Advisors

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1591122 RICHMOND, VA

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$113,063

+$15,367 QoQ

Shares Held

373

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#520

of 556 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,063	373	0.0%	Shares	Sole	2026-08-14
2026-03-31	$97,696	373	0.0%	Shares	Sole	2026-05-14
2025-12-31	$96,215	373	0.0%	Shares	Sole	2026-02-13
2025-09-30	$94,846	373	0.0%	Shares	Sole	2025-11-13
2025-06-30	$88,393	373	0.0%	Shares	Sole	2025-08-11
2025-03-31	$82,712	373	-52.7%	Shares	Sole	2025-05-08
2024-12-31	$189,340	788	0.0%	Shares	Sole	2025-02-12
2024-09-30	$186,921	788	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$172,251	790	0.0%	Shares	Sole	2024-12-12
2024-03-31	$180,586	790	-80.7%	Shares	Sole	2024-12-12
2023-12-31	$872,093	4,088	+0.0%	Shares	Sole	2024-12-12
2023-09-30	$772,540	4,086	-9.0%	Shares	Sole	2024-12-12
2023-06-30	$892,618	4,488	+9.8%	Shares	Sole	2024-12-12
2023-03-31	$774,542	4,086	-0.7%	Shares	Sole	2023-05-04
2022-12-31	$755,450	4,116	+1.4%	Shares	Sole	2024-12-12
2022-09-30	$694,065	4,061	0.0%	Shares	Sole	2024-12-12
2022-06-30	$715,182	4,061	0.0%	Shares	Sole	2022-08-04
2022-03-31	$863,043	4,061	-11.0%	Shares	Sole	2022-05-11
2021-12-31	$1,030,831	4,561	0.0%	Shares	Sole	2022-03-28
2021-09-30	$997,353	4,561	0.0%	Shares	Sole	2021-11-02
2021-06-30	$1,027,502	4,561	+102.4%	Shares	Sole	2021-08-09
2021-03-31	$482,322	2,253	0.0%	Shares	Sole	2021-04-27
2020-12-31	$438,614	2,253	0.0%	Shares	Sole	2021-02-01
2020-09-30	$346,511	2,253	0.0%	Shares	Sole	2020-11-03
2020-06-30	$328,307	2,253	0.0%	Shares	Sole	2020-07-17
2020-03-31	$260,086	2,253	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.