Punch & Associates Investment Management, Inc. Vanguard Whitehall Fds (Vangua Call Options Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$98.71 - $111.84 $344,991 - $390,880	3,495 New	3,495 $390,000

Others Institutions Holding VYM

# of Institutions

1,797

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

Sumitomo Life Insurance CO

15.1M
Shares

$2.02 Billion
38.16% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$1.51 Billion
0.12% of portfolio
Morgan Stanley New York, NY

9.68M
Shares

$1.29 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

5.4M
Shares

$721 Million
0.32% of portfolio
Envestnet Asset Management Inc

5.03M
Shares

$672 Million
0.21% of portfolio

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About VANGUARD WHITEHALL FDS (VANGUA

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