Heritage Financial Services, LLC Vanguard Value ETF Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,292Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$21.2 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.35 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.2 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.64 Billion0.24% of portfolio
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Envestnet Asset Management Inc19.8MShares$3.55 Billion1.14% of portfolio