Heritage Wealth Advisors’s Virginia National Bankshares VABK Stock Holding History

Heritage Wealth Advisors’s Portfolio VABK Stock Details VABK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6K	Hold	442	–	–	﹤0.01%	442
2026 Q1	$16.9K	Hold	442	–	–	﹤0.01%	460
2025 Q4	$17.6K	Hold	442	–	–	﹤0.01%	415
2025 Q3	$17.2K	Hold	442	–	–	﹤0.01%	389
2025 Q2	$16.4K	Hold	442	–	–	﹤0.01%	389
2025 Q1	$15.9K	Hold	442	–	–	﹤0.01%	390
2024 Q4	$16.9K	Hold	442	–	–	﹤0.01%	399
2024 Q3	$18.4K	Hold	442	–	–	﹤0.01%	403
2024 Q2	$14.5K	Hold	442	–	–	﹤0.01%	404
2024 Q1	$13.3K	Hold	442	–	–	﹤0.01%	423
2023 Q4	$15.2K	Hold	442	–	–	﹤0.01%	431
2023 Q3	$13.4K	Hold	442	–	–	﹤0.01%	405
2023 Q2	$14.2K	Hold	442	–	–	﹤0.01%	417
2023 Q1	$15.9K	Sell	442 -450	-50%	-$17K	﹤0.01%	413
2022 Q4	$32.7K	Buy	+892	New	+$30.5K	﹤0.01%	369

Other funds holding VABK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Heritage Wealth Advisors held its Virginia National Bankshares (VABK) position steady in Q2 2026 at 442 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Heritage Wealth Advisors first reported a position in VABK in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.7K in Q4 2022. 92 funds tracked by Wall St. Rank hold VABK as of Q2 2026.

Heritage Wealth Advisors held 442 shares of Virginia National Bankshares worth $19.6K as of Q2 2026.
Heritage Wealth Advisors left its Virginia National Bankshares share count unchanged in Q2 2026.
Virginia National Bankshares made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #442 holding.
Heritage Wealth Advisors first reported a position in Virginia National Bankshares in Q4 2022 and has held it in 15 quarters since.
Heritage Wealth Advisors's Virginia National Bankshares position peaked at $32.7K in Q4 2022.
92 funds tracked by Wall St. Rank held Virginia National Bankshares as of Q2 2026.

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