Heritage Wealth Management, Inc./Texas
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1966400
HOUSTON, TX
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$213,202
+$3,231 QoQ
Shares Held
814
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,202 | 814 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $209,971 | 814 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $206,983 | 814 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||