Vanguard Global Advisers
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Vanguard Global Advisers’s Heritage Financial HFWA Stock Holding History

Vanguard Global Advisers’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 		$989K Sell
33,396
-8,673
-21% -$239K ﹤0.01% 1753
2026
Q1 		$1.09M Buy
+42,069
New +$1.09M ﹤0.01% 1608

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Vanguard Global Advisers's HFWA Position: Q2 2026 in Review

Vanguard Global Advisers reduced its Heritage Financial (HFWA) stake by 21% in Q2 2026, selling an estimated $239K and leaving 33,396 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Vanguard Global Advisers first reported a position in HFWA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.09M in Q1 2026. 189 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Vanguard Global Advisers held 33,396 shares of Heritage Financial worth $989K as of Q2 2026.
  • Vanguard Global Advisers sold 8,673 Heritage Financial shares in Q2 2026, an estimated $239K.
  • Heritage Financial made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #1753 holding.
  • Vanguard Global Advisers first reported a position in Heritage Financial in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Global Advisers's Heritage Financial position peaked at $1.09M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.