Heritage Family Offices, LLP quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Heritage Family Offices, LLP opened 31 positions, added to 25, reduced 28, sold out of 11 and left 13 unchanged. The largest increase in value was SPEM (+$7,948,055); the largest decrease was SPEM (-$10,688,814).
- VXF: Country of operation —; Class EXTEND MKT ETF; Shares 2026-03-31 1,818; Shares 2026-06-30 1,818.
- VIG: Country of operation —; Class DIV APP ETF; Shares 2026-03-31 3,008; Shares 2026-06-30 3,008.
- IUSG: Country of operation —; Class CORE S&P US GWT; Shares 2026-03-31 1,785; Shares 2026-06-30 1,785.
- GBTC: Country of operation United States; Class SHS REP COM UT; Shares 2026-03-31 6,325; Shares 2026-06-30 6,325.
Two Form 13F-HR filings compared (SEC CIK 2019316): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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