Heritage Wealth Advisors Vanguard Large Cap ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$195.09 - $209.59 $7,413 - $7,964	-38 Reduced 50.0%	38 $7,000
Q2 2023 Aug 09, 2023	BUY	$184.38 - $202.72 $14,012 - $15,406	76 New	76 $15,000

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.81 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.55 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.81 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$946 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$861 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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