Vanguard Global Advisers
HTBK

Vanguard Global Advisers’s Heritage Commerce HTBK Stock Holding History

Vanguard Global Advisers’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
-22,904
Closed -$286K – 3689
2026
Q1 		$286K Buy
+22,904
New +$291K ﹤0.01% 2270

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 Global Advisers's HTBK Position: Q2 2026 in Review

Vanguard Global Advisers sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 22,904 shares — an estimated $286K sold.

Vanguard Global Advisers first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $286K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Vanguard Global Advisers reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Vanguard Global Advisers sold 22,904 Heritage Commerce shares in Q2 2026, an estimated $286K.
  • Vanguard Global Advisers first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Vanguard Global Advisers's Heritage Commerce position peaked at $286K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

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