Heritage Investment Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1876811
POMPANO BEACH, FL
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$673,134
+$10,203 QoQ
Shares Held
2,570
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $673,134 | 2,570 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $662,931 | 2,570 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $654,771 | 2,575 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $609,038 | 2,570 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $569,897 | 2,570 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $476,955 | 1,985 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $470,861 | 1,985 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $432,809 | 1,985 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $453,751 | 1,985 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $316,581 | 1,484 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $280,579 | 1,484 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $295,152 | 1,484 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $281,307 | 1,484 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $272,373 | 1,484 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $253,630 | 1,484 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $219,533 | 1,033 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $225,783 | 999 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||