Heritage Family Offices, LLP Vanguard Specialized Funds Van Transaction History

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,087 shares of VNQ stock, worth $277,089. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,087
Previous 3,029 1.91%
Holding current value
$277,089
Previous $272 Million 3.87%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$88.47 - $93.24 $5,131 - $5,407
58 Added 1.91%
3,087 $282 Million
Q1 2025

Apr 10, 2025
BUY
$85.55 - $94.34 $2,652 - $2,924
31 Added 1.03%
3,029 $274 Million
Q4 2024

Jan 14, 2025
SELL
$87.85 - $98.6 $30,571 - $34,312
-348 Reduced 10.4%
2,998 $267 Million
Q3 2024

Oct 16, 2024
BUY
$82.97 - $98.97 $2,986 - $3,562
36 Added 1.09%
3,346 $326 Million
Q2 2024

Aug 01, 2024
BUY
$78.61 - $85.97 $260,199 - $284,560
3,310 New
3,310 $277 Million

Others Institutions Holding VNQ

# of Institutions
1,910
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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