Vanguard Group
HFWA icon

Vanguard Group’s Heritage Financial HFWA Stock Holding History

Vanguard Group’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
2025
Q4 		$57.1M Buy
2,412,325
+45,422
+2% +$1.07M ﹤0.01% 2094
2025
Q3 		$57.3M Sell
2,366,903
-52,834
-2% -$1.28M ﹤0.01% 2090
2025
Q2 		$57.7M Buy
2,419,737
+9,201
+0.4% +$212K ﹤0.01% 2061
2025
Q1 		$58.6M Sell
2,410,536
-27,779
-1% -$678K ﹤0.01% 2032
2024
Q4 		$59.7M Sell
2,438,315
-43,741
-2% -$1.06M ﹤0.01% 2093
2024
Q3 		$54M Sell
2,482,056
-8,064
-0.3% -$172K ﹤0.01% 2142
2024
Q2 		$44.9M Buy
2,490,120
+3,343
+0.1% +$60K ﹤0.01% 2192
2024
Q1 		$48.2M Sell
2,486,777
-188,701
-7% -$3.63M ﹤0.01% 2186
2023
Q4 		$57.2M Buy
2,675,478
+115,189
+4% +$2.09M ﹤0.01% 2128
2023
Q3 		$41.8M Sell
2,560,289
-85,967
-3% -$1.5M ﹤0.01% 2212
2023
Q2 		$42.8M Buy
2,646,256
+11,849
+0.4% +$206K ﹤0.01% 2253
2023
Q1 		$56.4M Buy
2,634,407
+293,105
+13% +$7.91M ﹤0.01% 2119
2022
Q4 		$71.7M Buy
2,341,302
+29,277
+1% +$916K ﹤0.01% 1984
2022
Q3 		$61.2M Buy
2,312,025
+320
+0% +$8.44K ﹤0.01% 2084
2022
Q2 		$58.2M Buy
2,311,705
+73,721
+3% +$1.84M ﹤0.01% 2125
2022
Q1 		$56.1M Buy
2,237,984
+113,812
+5% +$2.91M ﹤0.01% 2248
2021
Q4 		$51.9M Buy
2,124,172
+11,607
+0.5% +$286K ﹤0.01% 2324
2021
Q3 		$53.9M Buy
2,112,565
+12,330
+0.6% +$300K ﹤0.01% 2320
2021
Q2 		$52.5M Sell
2,100,235
-218,441
-9% -$6.08M ﹤0.01% 2349
2021
Q1 		$65.5M Sell
2,318,676
-35,030
-1% -$918K ﹤0.01% 2163
2020
Q4 		$55.1M Buy
2,353,706
+11,578
+0.5% +$260K ﹤0.01% 2143
2020
Q3 		$43.1M Sell
2,342,128
-22,180
-0.9% -$434K ﹤0.01% 2092
2020
Q2 		$47.3M Buy
2,364,308
+23,648
+1% +$446K ﹤0.01% 2037
2020
Q1 		$46.8M Buy
2,340,660
+36,458
+2% +$901K ﹤0.01% 1895
2019
Q4 		$65.2M Buy
2,304,202
+102,304
+5% +$2.82M ﹤0.01% 1970
2019
Q3 		$59.4M Buy
2,201,898
+61,275
+3% +$1.69M ﹤0.01% 1989
2019
Q2 		$63.2M Sell
2,140,623
-8,563
-0.4% -$258K ﹤0.01% 1979
2019
Q1 		$64.8M Buy
2,149,186
+130,187
+6% +$4.08M ﹤0.01% 1962
2018
Q4 		$60M Buy
2,018,999
+122,762
+6% +$4.01M ﹤0.01% 1934
2018
Q3 		$66.7M Buy
1,896,237
+86,143
+5% +$3.09M ﹤0.01% 1997
2018
Q2 		$63.1M Buy
1,810,094
+295,125
+19% +$9.46M ﹤0.01% 2011
2018
Q1 		$46.4M Buy
1,514,969
+181,293
+14% +$5.59M ﹤0.01% 2108
2017
Q4 		$41.1M Buy
1,333,676
+80,101
+6% +$2.47M ﹤0.01% 2161
2017
Q3 		$37M Buy
1,253,575
+53,232
+4% +$1.43M ﹤0.01% 2194
2017
Q2 		$31.8M Sell
1,200,343
-14,788
-1% -$371K ﹤0.01% 2249
2017
Q1 		$30.1M Buy
1,215,131
+69,982
+6% +$1.75M ﹤0.01% 2246
2016
Q4 		$29.5M Buy
1,145,149
+38,592
+3% +$825K ﹤0.01% 2227
2016
Q3 		$19.9M Buy
1,106,557
+28,455
+3% +$509K ﹤0.01% 2363
2016
Q2 		$19M Buy
1,078,102
+63,247
+6% +$1.12M ﹤0.01% 2357
2016
Q1 		$17.8M Buy
1,014,855
+75,060
+8% +$1.32M ﹤0.01% 2351
2015
Q4 		$17.7M Buy
939,795
+41,958
+5% +$793K ﹤0.01% 2352
2015
Q3 		$16.9M Buy
897,837
+28,331
+3% +$512K ﹤0.01% 2366
2015
Q2 		$15.5M Buy
869,506
+17,473
+2% +$302K ﹤0.01% 2465
2015
Q1 		$14.5M Buy
852,033
+28,018
+3% +$458K ﹤0.01% 2470
2014
Q4 		$14.5M Buy
824,015
+32,299
+4% +$555K ﹤0.01% 2391
2014
Q3 		$12.5M Buy
791,716
+16,858
+2% +$273K ﹤0.01% 2392
2014
Q2 		$12.5M Buy
774,858
+375,738
+94% +$6.11M ﹤0.01% 2410
2014
Q1 		$6.75M Buy
399,120
+23,839
+6% +$416K ﹤0.01% 2675
2013
Q4 		$6.42M Buy
375,281
+33,644
+10% +$551K ﹤0.01% 2659
2013
Q3 		$5.3M Buy
341,637
+1,132
+0.3% +$17.8K ﹤0.01% 2715
2013
Q2 		$4.99M Buy
+340,505
New +$4.76M ﹤0.01% 2665

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Group's HFWA Position: Q4 2025 in Review

Vanguard Group increased its Heritage Financial (HFWA) stake by 1.9% in Q4 2025, buying an estimated $1.07M and bringing the position to 2,412,325 shares worth $57.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Vanguard Group first reported a position in HFWA in Q2 2013 and has held it in 51 quarters since. The position peaked at $71.7M in Q4 2022. 174 funds tracked by Wall St. Rank hold HFWA as of Q4 2025.

  • Vanguard Group held 2,412,325 shares of Heritage Financial worth $57.1M as of Q4 2025.
  • Vanguard Group bought 45,422 Heritage Financial shares in Q4 2025, an estimated $1.07M.
  • Heritage Financial made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2094 holding.
  • Vanguard Group first reported a position in Heritage Financial in Q2 2013 and has held it in 51 quarters since.
  • Vanguard Group's Heritage Financial position peaked at $71.7M in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.