Heritage Financial Services, LLC Vanguard Extended Market ETF Transaction History
Heritage Financial Services, LLC
- $1.09 Billion
- Q3 2025
A detailed history of Heritage Financial Services, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,391 shares of VXF stock, worth $284,070. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,391
Previous 1,390
0.07%
Holding current value
$284,070
Previous $267,000
8.99%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VXF
# of Institutions
1,030Shares Held
50MCall Options Held
15.1KPut Options Held
3.9K-
Morgan Stanley New York, NY3.64MShares$744 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.41MShares$696 Million1.72% of portfolio
-
Envestnet Asset Management Inc2.89MShares$590 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$353 Million0.03% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.65MShares$336 Million1.83% of portfolio