Modera Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Modera Wealth Management, LLC holds 51,918 shares of VYM stock, worth $6.7 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
51,918
Previous 53,439
2.85%
Holding current value
$6.7 Million
Previous $6.82 Million
1.8%
% of portfolio
0.09%
Previous 0.08%
Shares
33 transactions
Others Institutions Holding VYM
# of Institutions
1,999Shares Held
186MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.57 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$943 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$745 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$743 Million0.3% of portfolio