Heritage Family Offices, LLP Vanguard Whitehall Fds (Vangua Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,708 shares of VYM stock, worth $499,096. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,708
Previous 3,708
-0.0%
Holding current value
$499,096
Previous $475 Million
0.48%
% of portfolio
0.24%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,936Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.04 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.85 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$972 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$760 Million0.3% of portfolio