Osterweis Capital Management Inc Vanguard Whitehall Fds (Vangua Transaction History

Osterweis Capital Management Inc

$2.15 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$94.88 - $110.28 $10,531 - $12,241	111 New	111 $11,000

Others Institutions Holding VYM

# of Institutions

1,922

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

Sumitomo Life Insurance CO

15.1M
Shares

$2.02 Billion
36.56% of portfolio
Bank Of America Corp Charlotte, NC

13.7M
Shares

$1.84 Billion
0.15% of portfolio
Morgan Stanley New York, NY

9.75M
Shares

$1.3 Billion
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

7.22M
Shares

$966 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

5.64M
Shares

$755 Million
0.3% of portfolio

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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