Vestwell Advisors, LLC Vanguard Transaction History
Vestwell Advisors, LLC
- $280 Billion
- Q3 2025
A detailed history of Vestwell Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Vestwell Advisors, LLC holds 9,189 shares of VGSH stock, worth $539,578. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,189
Previous 11,618
20.91%
Holding current value
$539,578
Previous $683 Million
20.81%
% of portfolio
0.19%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,061Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio