Patten & Patten Inc Vanguard Transaction History
Patten & Patten Inc
- $1.6 Billion
- Q3 2025
A detailed history of Patten & Patten Inc transactions in Vanguard stock. As of the latest transaction made, Patten & Patten Inc holds 807,675 shares of VGSH stock, worth $47.4 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
807,675
Previous 743,105
8.69%
Holding current value
$47.4 Million
Previous $43.7 Million
8.82%
% of portfolio
2.97%
Previous 3.0%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares 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