Retirement Planning Group Vanguard Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 2025
A detailed history of Retirement Planning Group transactions in Vanguard stock. As of the latest transaction made, Retirement Planning Group holds 1,143,299 shares of VGSH stock, worth $67.3 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
1,143,299
Previous 86,860
1216.25%
Holding current value
$67.3 Million
Previous $5.11 Million
1217.98%
% of portfolio
3.3%
Previous 0.31%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
1,076Shares Held
287MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio