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Heritage Wealth Advisors’s VanEck Retail ETF RTH Stock Holding History

Heritage Wealth Advisors’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7K Hold
93
– – ﹤0.01% 418
2026
Q1 		$23.2K Buy
+93
New +$24.1K ﹤0.01% 417

Other funds holding RTH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Advisors's RTH Position: Q2 2026 in Review

Heritage Wealth Advisors held its VanEck Retail ETF (RTH) position steady in Q2 2026 at 93 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Heritage Wealth Advisors first reported a position in RTH in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold RTH as of Q2 2026.

  • Heritage Wealth Advisors held 93 shares of VanEck Retail ETF worth $23.7K as of Q2 2026.
  • Heritage Wealth Advisors left its VanEck Retail ETF share count unchanged in Q2 2026.
  • VanEck Retail ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #418 holding.
  • Heritage Wealth Advisors first reported a position in VanEck Retail ETF in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.