Vanguard Capital Management
HFWA icon

Vanguard Capital Management’s Heritage Financial HFWA Stock Holding History

Vanguard Capital Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.3M Sell
1,834,712
-13,194
-0.7% -$363K ﹤0.01% 1897
2026
Q1 		$48M Buy
+1,847,906
New +$48M ﹤0.01% 1873

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Capital Management's HFWA Position: Q2 2026 in Review

Vanguard Capital Management reduced its Heritage Financial (HFWA) stake by 0.71% in Q2 2026, selling an estimated $363K and leaving 1,834,712 shares worth $54.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Vanguard Capital Management first reported a position in HFWA in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Vanguard Capital Management held 1,834,712 shares of Heritage Financial worth $54.3M as of Q2 2026.
  • Vanguard Capital Management sold 13,194 Heritage Financial shares in Q2 2026, an estimated $363K.
  • Heritage Financial made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1897 holding.
  • Vanguard Capital Management first reported a position in Heritage Financial in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

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