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Disclosery

Heritage Trust Co: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on VCIT, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 130,568 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,568 shares
    Change vs previous 13F +6,869 shares

    0.93% of the 13F portfolio, value $10,791,455.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 123,699 shares
    Change vs previous 13F +8,274 shares

    1.03% of the 13F portfolio, value $10,236,110.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 115,425 shares
    Change vs previous 13F +60,937 shares

    0.98% of the 13F portfolio, value $9,666,858.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,488 shares
    Change vs previous 13F +12,629 shares

    0.49% of the 13F portfolio, value $4,582,995.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,859 shares
    Change vs previous 13F +6,173 shares

    0.4% of the 13F portfolio, value $3,470,946.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,686 shares
    Change vs previous 13F -558 shares

    0.35% of the 13F portfolio, value $2,917,684.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,244 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,909,310.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).