Heritage Wealth Advisors Vanguard Transaction History

Heritage Wealth Advisors

$2.19 Billion
Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Vanguard stock. As of the latest transaction made, Heritage Wealth Advisors holds 26 shares of VGSH stock, worth $1,526. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,526

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$58.43 - $58.88 $1,519 - $1,530	26 New	26 $1,000

Others Institutions Holding VGSH

# of Institutions

1,062

Shares Held

267M

Call Options Held

3.3K

Put Options Held

Jpmorgan Chase & CO New York, NY

25.6M
Shares

$1.5 Billion
0.1% of portfolio
Morgan Stanley New York, NY

22.1M
Shares

$1.3 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

9.9M
Shares

$581 Million
0.04% of portfolio
Northern Trust Corp Chicago, IL

8.09M
Shares

$475 Million
0.06% of portfolio
Orgel Wealth Management, LLC

7.53M
Shares

$442 Million
10.66% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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