Heritage Wealth Management, Inc./Texas VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in Heritage Wealth Management, Inc./Texas  ·  5 quarters on record

AI Ownership Summary

Heritage Wealth Management, Inc./Texas reported VANGUARD SPECIALIZED FUNDS (VIG) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows VIG at 0.08% 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 VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Management, Inc./Texas's position in VANGUARD SPECIALIZED FUNDS, 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 Q3

VIG was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q3

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.

VIG stock page Heritage Wealth Management, Inc./Texas fund profile Heritage Wealth Management, Inc./Texas full holdings
How Heritage Wealth Management, Inc./Texas held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 950 — 0% 0.08% $222K 2026-11-06 $243.34
2026 Q2 UNCHANGED — — — 950 — 0% 0.09% $225K 2026-08-10 $244.83
2026 Q1 UNCHANGED — — — 950 — 0% 0.09% $204K 2026-05-06 $227.95
2025 Q4 UNCHANGED — — — 950 — 0% 0.09% $209K 2026-02-09 $226.93
2025 Q3 INITIATED — — — 950 — — 0.09% $205K 2025-10-31 $213.60

🏢 Other funds also holding VIG

As of 2026 Q3 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 7Y 27.62% Ball & Co Wealth Management Inc. 19.4% Reality Financial Planning Services, LLC 17.84% Ariston Services Group 15.38% Granite FO LLC 15.25% GEN Financial Management, INC. 14.55% KITCHING PARTNERS, LLC 14.49% Prodigy Asset Management LLC 14.11% FIDELIS iM, LLC 3Y 14.05% McCarthy Asset Management, Inc. 3Y 13.71%

FAQ About Heritage Wealth Management, Inc./Texas and VIG

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

How long has Heritage Wealth Management, Inc./Texas reported owning VIG?

Heritage Wealth Management, Inc./Texas reported VIG across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported VIG position in Heritage Wealth Management, Inc./Texas's portfolio?

The largest reported portfolio weight for VIG was 0.09% in 2025 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2026 Q3, when Heritage Wealth Management, Inc./Texas reported 950 shares, equal to 0.08% of portfolio, with an estimated market value of $222K.

What does the chart on this VIG ownership page compare?

The chart compares Heritage Wealth Management, Inc./Texas's quarterly VIG 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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