Lowe Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Lowe Wealth Advisors, LLC
- $252 Million
- Q2 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 30,727 shares of VYM stock, worth $4.2 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
30,727
Previous 29,075
5.68%
Holding current value
$4.2 Million
Previous $3.71 Million
10.46%
% of portfolio
1.63%
Previous 1.6%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
2,016Shares Held
189MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.66 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.35 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$999 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$789 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$787 Million0.3% of portfolio