Independent Advisor Alliance Vanguard Transaction History
Independent Advisor Alliance
- $3.71 Billion
- Q3 2025
A detailed history of Independent Advisor Alliance transactions in Vanguard stock. As of the latest transaction made, Independent Advisor Alliance holds 33,529 shares of VGSH stock, worth $1.97 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
33,529
Previous 26,568
26.2%
Holding current value
$1.97 Million
Previous $1.56 Million
26.39%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
267MCall 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, LLC7.53MShares$442 Million10.66% of portfolio