Aegis Wealth Management LLC Vanguard Financial ETF Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 3,800 shares of VFH stock, worth $493,772. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,800
              Previous 3,800
              
        
           -0.0%
        
      
          
        Holding current value
$493,772
            Previous $454 Million
            
        
           -0.0%
        
      
          
        % of portfolio
0.27%
            Previous 0.27%
          
        Shares
	  1 transactions
	
  Others Institutions Holding VFH
# of Institutions
801Shares Held
54.5MCall Options Held
81.7KPut Options Held
3.9K- 
    
      Bank Of America Corp Charlotte, NC22.9MShares$2.98 Billion0.22% of portfolio
- 
    
      Morgan Stanley New York, NY3.4MShares$442 Million0.03% of portfolio
- 
    
      Ubs Group Ag1.8MShares$234 Million0.04% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA1.69MShares$219 Million0.05% of portfolio
- 
    
      Pgim Custom Harvest LLC Newark, NJ1.38MShares$179 Million3.64% of portfolio