HERITAGE INVESTORS MANAGEMENT CORP
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 937589
BETHESDA, MD
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$37,447,226
+$295,204 QoQ
Shares Held
142,972
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,447,226 | 142,972 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $37,152,022 | 144,028 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,925,778 | 145,217 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $34,630,361 | 146,132 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $32,505,223 | 146,585 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $35,804,843 | 149,013 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $35,683,974 | 150,432 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $33,970,195 | 155,798 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $35,250,635 | 154,209 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $33,002,364 | 154,701 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $29,307,362 | 155,008 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $31,298,523 | 157,366 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $29,796,936 | 157,190 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $28,973,807 | 157,861 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $26,923,965 | 157,533 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $27,929,637 | 158,592 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $33,832,971 | 159,199 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $35,979,887 | 159,196 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $35,002,506 | 160,070 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $35,974,737 | 159,689 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $34,334,578 | 160,382 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $31,732,061 | 162,996 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $25,145,531 | 163,495 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $23,986,240 | 164,605 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $19,164,078 | 166,009 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||