Heritage Wealth Management, Inc. /Ca/ Vanguard Mid Cap ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 972 shares of VO stock, worth $278,895. This represents 0.19% of its overall portfolio holdings.

Number of Shares
972
Previous 928 4.74%
Holding current value
$278,895
Previous $260 Million 9.98%
% of portfolio
0.19%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$279.83 - $293.74 $12,312 - $12,924
44 Added 4.74%
972 $286 Million
Q2 2025

Jul 28, 2025
BUY
$228.54 - $279.83 $212,085 - $259,682
928 New
928 $260 Million

Others Institutions Holding VO

# of Institutions
2,507
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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