Vanguard Portfolio Management
HFWA icon

Vanguard Portfolio Management’s Heritage Financial HFWA Stock Holding History

Vanguard Portfolio Management’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 		$22.2M Buy
749,714
+96,023
+15% +$2.64M ﹤0.01% 1951
2026
Q1 		$17M Buy
+653,691
New +$17M ﹤0.01% 1956

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
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management's HFWA Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Heritage Financial (HFWA) stake by 15% in Q2 2026, buying an estimated $2.64M and bringing the position to 749,714 shares worth $22.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Vanguard Portfolio Management 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 Portfolio Management held 749,714 shares of Heritage Financial worth $22.2M as of Q2 2026.
  • Vanguard Portfolio Management bought 96,023 Heritage Financial shares in Q2 2026, an estimated $2.64M.
  • Heritage Financial made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1951 holding.
  • Vanguard Portfolio Management 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 Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.