Heritage Financial Services, LLC Vanguard Small Cap Value ETF Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 2024
A detailed history of Heritage Financial Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,260 shares of VBR stock, worth $258,388. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,260Holding current value
$258,388% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,585Shares Held
93.6MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$783 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$770 Million0.06% of portfolio
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Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
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Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio