Heritage Investment Group, Inc. Vanguard Total World Stk Index Transaction History
Heritage Investment Group, Inc.
- $612 Million
- Q3 2025
A detailed history of Heritage Investment Group, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 51,549 shares of VT stock, worth $7.18 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
51,549
Previous 49,673
3.78%
Holding current value
$7.18 Million
Previous $6.38 Million
11.28%
% of portfolio
1.16%
Previous 1.12%
Shares
10 transactions
Others Institutions Holding VT
# of Institutions
1,225Shares Held
119MCall Options Held
251KPut Options Held
87.2K-
Rakuten Investment Management, Inc. Tokyo, M015.5MShares$2.16 Billion6.99% of portfolio
-
Schroder Investment Management Group London, X06.92MShares$963 Million0.78% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$772 Million14.23% of portfolio
-
Morgan Stanley New York, NY5.09MShares$708 Million0.04% of portfolio
-
Us Bancorp \De\3.97MShares$553 Million0.66% of portfolio