Vanguard Investments Australia
HTBK

Vanguard Investments Australia’s Heritage Commerce HTBK Stock Holding History

Vanguard Investments Australia’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
-14,402
Closed -$180K – 2401
2026
Q1 		$180K Buy
+14,402
New +$183K ﹤0.01% 2082

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 Investments Australia's HTBK Position: Q2 2026 in Review

Vanguard Investments Australia sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 14,402 shares — an estimated $180K sold.

Vanguard Investments Australia first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $180K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Vanguard Investments Australia reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Vanguard Investments Australia sold 14,402 Heritage Commerce shares in Q2 2026, an estimated $180K.
  • Vanguard Investments Australia first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Vanguard Investments Australia's Heritage Commerce position peaked at $180K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

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