Heritage Oak Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,221Shares Held
46.3MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.62 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$523 Million0.51% of portfolio
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Morgan Stanley New York, NY1.8MShares$493 Million0.04% of portfolio
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Axiom Advisory, LLC San Diego, CA1.69MShares$461 Million4.13% of portfolio
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Assetmark, Inc1.46MShares$399 Million1.12% of portfolio