Vanguard Fiduciary Trust
HTBK

Vanguard Fiduciary Trust’s Heritage Commerce HTBK Stock Holding History

Vanguard Fiduciary Trust’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
-398,722
Closed -$4.98M – 4116
2026
Q1 		$4.98M Buy
+398,722
New +$5.06M ﹤0.01% 2080

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 Fiduciary Trust's HTBK Position: Q2 2026 in Review

Vanguard Fiduciary Trust sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 398,722 shares — an estimated $4.98M sold.

Vanguard Fiduciary Trust first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $4.98M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Vanguard Fiduciary Trust reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Vanguard Fiduciary Trust sold 398,722 Heritage Commerce shares in Q2 2026, an estimated $4.98M.
  • Vanguard Fiduciary Trust first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Vanguard Fiduciary Trust's Heritage Commerce position peaked at $4.98M in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.