Beacon Financial Strategies Corp Vanguard Transaction History
Beacon Financial Strategies Corp
- $169 Billion
- Q3 2025
A detailed history of Beacon Financial Strategies Corp transactions in Vanguard stock. As of the latest transaction made, Beacon Financial Strategies Corp holds 135,078 shares of VGSH stock, worth $7.95 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
135,078
Previous 130,473
3.53%
Holding current value
$7.95 Million
Previous $7.67 Billion
3.65%
% of portfolio
4.69%
Previous 4.82%
Shares
14 transactions
Others Institutions Holding VGSH
# of Institutions
1,050Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio