Private Client Services, LLC Vanguard Transaction History

Private Client Services, LLC

$257 Billion
Q2 2025

A detailed history of Private Client Services, LLC transactions in Vanguard stock. As of the latest transaction made, Private Client Services, LLC holds 12,649 shares of VGSH stock, worth $743,128. This represents 0.29% of its overall portfolio holdings.

Number of Shares

12,649

Holding current value

$743,128

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 01, 2025	BUY	$58.32 - $58.95 $737,689 - $745,658	12,649 New	12,649 $743 Million

Others Institutions Holding VGSH

# of Institutions

1,026

Shares Held

272M

Call Options Held

6.2K

Put Options Held

400

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.56 Billion
0.2% of portfolio
Morgan Stanley New York, NY

22.3M
Shares

$1.31 Billion
0.1% of portfolio
Orgel Wealth Management, LLC

7.54M
Shares

$443 Million
12.2% of portfolio
Bank Of America Corp Charlotte, NC

6.91M
Shares

$406 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

6.27M
Shares

$368 Million
0.06% of portfolio

View Full List

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Ticker VGSH
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Private Client Services, LLC Vanguard Transaction History