Investment Advisory Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 2024
A detailed history of Investment Advisory Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Investment Advisory Group, LLC holds 154,503 shares of VYM stock, worth $20.7 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
154,503
Previous 152,093
1.58%
Holding current value
$20.7 Million
Previous $19.5 Million
1.1%
% of portfolio
6.76%
Previous 6.9%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,914Shares Held
195MCall Options Held
1.72MPut Options Held
312K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio