Vanguard Asset Management
HTBK

Vanguard Asset Management’s Heritage Commerce HTBK Stock Holding History

Vanguard Asset Management’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39,715
Closed -$496K – 2468
2026
Q1 		$496K Buy
+39,715
New +$504K ﹤0.01% 2100

Other funds holding HTBK

LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vanguard Asset Management's HTBK Position: Q2 2026 in Review

Vanguard Asset Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 39,715 shares — an estimated $496K sold.

Vanguard Asset Management first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $496K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Vanguard Asset Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Vanguard Asset Management sold 39,715 Heritage Commerce shares in Q2 2026, an estimated $496K.
  • Vanguard Asset Management first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Vanguard Asset Management's Heritage Commerce position peaked at $496K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Vanguard Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.