Vanguard Investments Australia
HFWA icon

Vanguard Investments Australia’s Heritage Financial HFWA Stock Holding History

Vanguard Investments Australia’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 		$201K Hold
6,789
– – ﹤0.01% 2110
2026
Q1 		$177K Buy
+6,789
New +$176K ﹤0.01% 2094

Other funds holding HFWA

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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 Investments Australia's HFWA Position: Q2 2026 in Review

Vanguard Investments Australia held its Heritage Financial (HFWA) position steady in Q2 2026 at 6,789 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Vanguard Investments Australia first reported a position in HFWA in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Vanguard Investments Australia held 6,789 shares of Heritage Financial worth $201K as of Q2 2026.
  • Vanguard Investments Australia left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Vanguard Investments Australia's portfolio in Q2 2026, its #2110 holding.
  • Vanguard Investments Australia first reported a position in Heritage Financial in Q1 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Vanguard Investments Australia's 13F filing for Q2 2026, filed 13 Aug 2026.