Vertex Planning Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,907 shares of VYM stock, worth $244,019. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,907
Previous 1,877
1.6%
Holding current value
$244,019
Previous $223 Million
9.82%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,800Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.94 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.45 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.24 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$691 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$643 Million0.21% of portfolio