Heritage Family Offices, LLP Vanguard Whitehall Fds (Vangua Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 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 $495,462. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,708
Previous 3,813
2.75%
Holding current value
$495,462
Previous $452 Million
5.12%
% of portfolio
0.25%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$721 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$672 Million0.21% of portfolio