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 $225,590. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,260Holding current value
$225,590% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.3 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$716 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$691 Million0.05% of portfolio
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Betterment LLC New York, NY3.55MShares$635 Million1.69% of portfolio
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Jones Financial Companies Lllp2.4MShares$430 Million0.45% of portfolio