Heritage Family Offices, LLP Vanguard Utilities ETF Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,700 shares of VPU stock, worth $296,701. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$296,701
Previous $278 Million
4.52%
% of portfolio
0.15%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
662Shares Held
13.1MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$208 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$161 Million0.01% of portfolio
-
Envestnet Asset Management Inc643KShares$112 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$108 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO611KShares$107 Million0.09% of portfolio