SEC 13F Intelligence

Heritage Wealth Management, Inc. /Ca/ / VGSH

Heritage Wealth Management, Inc. /Ca/’s Vanguard Scottsdale Fds Position

Does Heritage Wealth Management, Inc. /Ca/ own Vanguard Scottsdale Fds (VGSH)? Yes — 232.8K shares worth $14M (+7.52% of its 13F portfolio) as of Q1 2026, up from 125.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
232.8K
% of Portfolio
+7.52%
Quarters Held
10
currently held

Position History VGSH

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026232.8K$14M+7.52%
Q4 2025125.7K$7M+4.69%
Q3 2025119.2K$7M+4.70%
Q2 2025118.1K$7M+4.63%
Q1 2025104.3K$6M+4.60%
Q4 2024107.8K$6M+4.51%
Q3 2024103.0K$6M+4.31%
Q2 2024102.4K$6M+4.36%
Q1 202493.5K$5M+4.10%
Q4 202391.7K$5M+4.28%

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