Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi Call Options Transaction History

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VYMI

# of Institutions

678

Shares Held

60M

Call Options Held

6.4K

Put Options Held

0

Morgan Stanley New York, NY

5.32M
Shares

$440 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.53M
Shares

$375 Million
0.03% of portfolio
Orgel Wealth Management, LLC

2.53M
Shares

$209 Million
5.15% of portfolio
Captrust Financial Advisors Raleigh, NC

2.28M
Shares

$188 Million
0.42% of portfolio
Wells Fargo & Company San Francisco, CA

1.92M
Shares

$159 Million
0.03% of portfolio

About VANGUARD WHITEHALL FDS INTL HI

Ticker VYMI
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