Position in VXRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,089
+$0 QoQ
Shares Held
29,655
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 4 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VXRT Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $64,404 across 6 Biotechnology names. VXRT ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
38 | $18,875 | |
| 2 | VXRT |
Vaxart, Inc.
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|
29,655 | $18,089 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
28 | $17,459 | |
| 4 | SPRY |
ARS Pharmaceuticals, Inc.
|
1,000 | $8,010 | |
| 5 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
6 | $1,806 | |
| 6 | GOSS |
Gossamer Bio, Inc.
|
1,000 | $165 |
All Filings in VXRT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,089 | 29,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,089 | 29,655 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,094 | 25,984 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,914 | 21,984 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,667 | 21,484 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,808 | 21,484 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,374 | 21,780 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,513 | 21,780 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,592 | 21,780 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $25,486 | 19,605 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $10,436 | 18,309 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $7,462 | 9,950 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $7,263 | 9,950 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $7,562 | 9,950 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,552 | 9,950 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $21,691 | 9,950 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $34,825 | 9,950 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $50,148 | 9,950 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $62,386 | 9,950 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $79,102 | 9,950 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $74,525 | 9,950 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $60,197 | 9,950 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $56,814 | 9,950 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $17,955 | 2,700 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $23,895 | 2,700 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $4,779 | 2,700 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||