SEC 13F Intelligence

Heritage Wealth Partners, LLC / VGSH

Heritage Wealth Partners, LLC’s Vanguard Scottsdale Fds Position

Does Heritage Wealth Partners, LLC own Vanguard Scottsdale Fds (VGSH)? Yes — 12.9K shares worth $758,979 (+1.16% of its 13F portfolio) as of Q1 2025, down from 13.1K shares the prior filed quarter.

Position Value
$758,979
Q1 2025
Shares
12.9K
% of Portfolio
+1.16%
Quarters Held
8
currently held

Position History VGSH

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $1MQ3 ’23Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ1 ’24Q2 ’24: $743,921Q2 ’24Q3 ’24: $778,511Q3 ’24Q4 ’24: $763,141Q4 ’24Q1 ’25: $758,979Q1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202512.9K$758,979+1.16%
Q4 202413.1K$763,141+0.96%
Q3 202413.2K$778,511+0.92%
Q2 202412.8K$743,921+1.08%
Q1 202417.4K$1M+2.07%
Q4 202317.4K$1M+2.07%
Q3 202317.6K$1M+2.16%
Q2 202329.3K$2M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Partners, LLC’s full portfolio or all institutional holders of VGSH.