Heritage Wealth Advisors VWSYF β€” Vestas Wind Systems AS

Ownership history in Heritage Wealth Advisors  Β·  1 quarter on record

AI Ownership Summary

Heritage Wealth Advisors reported Vestas Wind Systems AS (VWSYF) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows VWSYF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VWSYF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Advisors's position in Vestas Wind Systems AS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VWSYF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Heritage Wealth Advisors held VWSYF β€” position size vs. price
% of Fund (quarterly)    VWSYF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 408 β€” β€” 0.00% $12K 2026-08-14 $31.53

🏒 Other funds also holding VWSYF

As of 2026 Q2 β€” sorted by position size

DRW Securities, LLC 3Y 7Y 0.9% DRW Securities, LLC 3Y 7Y 0.84% NEVILLE RODIE & SHAW INC 3Y 7Y 0.02%

FAQ About Heritage Wealth Advisors and VWSYF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Wealth Advisors reported owning VWSYF?

Heritage Wealth Advisors reported VWSYF across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported VWSYF position in Heritage Wealth Advisors's portfolio?

The largest reported portfolio weight for VWSYF was 0.00% in 2026 Q2.

What is the latest reported VWSYF position on this page?

The most recent filing on this page is 2026 Q2, when Heritage Wealth Advisors reported 408 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this VWSYF ownership page compare?

The chart compares Heritage Wealth Advisors's quarterly VWSYF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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