Vanguard Portfolio Management
HTBK

Vanguard Portfolio Management’s Heritage Commerce HTBK Stock Holding History

Vanguard Portfolio Management’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
-443,363
Closed -$5.53M – 3194
2026
Q1 		$5.53M Buy
+443,363
New +$5.63M ﹤0.01% 2296

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 Portfolio Management's HTBK Position: Q2 2026 in Review

Vanguard Portfolio Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 443,363 shares — an estimated $5.53M sold.

Vanguard Portfolio Management first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $5.53M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Vanguard Portfolio Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Vanguard Portfolio Management sold 443,363 Heritage Commerce shares in Q2 2026, an estimated $5.53M.
  • Vanguard Portfolio Management first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Vanguard Portfolio Management's Heritage Commerce position peaked at $5.53M in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.