Vanguard Capital Management
HTBK

Vanguard Capital Management’s Heritage Commerce HTBK Stock Holding History

Vanguard Capital 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
-2,643,749
Closed -$33M – 4122
2026
Q1 		$33M Buy
+2,643,749
New +$33.6M ﹤0.01% 2074

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 Capital Management's HTBK Position: Q2 2026 in Review

Vanguard Capital Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 2,643,749 shares — an estimated $33M sold.

Vanguard Capital Management first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $33M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Vanguard Capital Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Vanguard Capital Management sold 2,643,749 Heritage Commerce shares in Q2 2026, an estimated $33M.
  • Vanguard Capital Management first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Vanguard Capital Management's Heritage Commerce position peaked at $33M in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

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