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 Q1	$23.2K	Buy	+93	New	+$24.1K	﹤0.01%	417

Other funds holding RTH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's RTH Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in VanEck Retail ETF (RTH) in Q1 2026: 93 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings.

77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

Heritage Wealth Advisors held 93 shares of VanEck Retail ETF worth $23.2K as of Q1 2026.
VanEck Retail ETF was a new Heritage Wealth Advisors position in Q1 2026.
VanEck Retail ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #417 holding.
77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.