Heritage Wealth Management (Arizona)’s Vanguard Small-Cap ETF VB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$158K	Buy	860 +430	+100%	+$79.7K	0.02%	356
2022 Q3	$73K	Buy	430 +45	+12%	+$8.5K	0.02%	358
2022 Q2	$67.8K	Sell	385 -25	-6%	-$4.83K	0.02%	375
2022 Q1	$87K	Buy	+410	New	+$86.3K	0.02%	390
2021 Q3	$34K	Hold	155	–	–	0.01%	498
2021 Q2	$35K	Hold	155	–	–	0.01%	499
2021 Q1	$33K	Buy	+155	New	+$32.7K	0.02%	435

Other funds holding VB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Small-Cap ETF (VB) stake by 100% in Q4 2022, buying an estimated $79.7K and bringing the position to 860 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #356.

Heritage Wealth Management (Arizona) first reported a position in VB in Q1 2021 and has held it in 7 quarters since. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

Heritage Wealth Management (Arizona) held 860 shares of Vanguard Small-Cap ETF worth $158K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 430 Vanguard Small-Cap ETF shares in Q4 2022, an estimated $79.7K.
Vanguard Small-Cap ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #356 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Small-Cap ETF in Q1 2021 and has held it in 7 quarters since.
1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.