Heritage Family Offices, LLP Vanguard Specialized Funds Van Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
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 3,346 shares of VNQ stock, worth $320,814. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,346
Previous 3,310
1.09%
Holding current value
$320,814
Previous $277 Million
17.56%
% of portfolio
0.17%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,785Shares Held
244MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$957 Million0.08% of portfolio