Heritage Wealth Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$75.71 - $174.3 $8,630 - $19,870	114 New	114 $18,000

Others Institutions Holding IVOO

# of Institutions

270

Shares Held

10.4M

Call Options Held

3.5K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.24M
Shares

$132 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$108 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$96.1 Million
4.43% of portfolio
International Assets Investment Management, LLC Orlando, FL

769K
Shares

$82 Million
0.02% of portfolio
Ubs Group Ag

612K
Shares

$65.3 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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