Heritage Wealth Management, Inc. /CA/
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2012170
SAN DIEGO, CA
Position in VEA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$455,288
+$11,439 QoQ
Shares Held
7,105
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $455,288 | 7,105 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $443,849 | 7,105 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $425,731 | 7,105 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $405,056 | 7,105 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $361,502 | 7,112 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $295,097 | 6,171 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||