Heritage Family Offices, LLP Vanguard Whitehall Fds (Vangua Transaction History
Heritage Family Offices, LLP
- $215 Billion
- Q3 2025
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 $524,793. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,708
Previous 3,708
-0.0%
Holding current value
$524,793
Previous $473 Million
10.51%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
2,028Shares Held
192MCall Options Held
2.08MPut Options Held
216K-
Bank Of America Corp Charlotte, NC12.1MShares$1.71 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.97MShares$1.41 Billion0.09% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL7.98MShares$1.13 Billion1.5% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.49MShares$1.06 Billion0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.17MShares$873 Million0.29% of portfolio