Schneider Downs Wealth Management Advisors, LP Vanguard Whitehall Fds (Vangua Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$67.79 - $86.78 $332,171 - $425,222	-4,900 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$60.97 - $94.78 $298,753 - $464,422	4,900 New	4,900 $347,000

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

Sumitomo Life Insurance CO

15.1M
Shares

$2.03 Billion
38.16% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$1.52 Billion
0.12% of portfolio
Morgan Stanley New York, NY

9.68M
Shares

$1.3 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

5.4M
Shares

$725 Million
0.32% of portfolio
Envestnet Asset Management Inc

5.03M
Shares

$675 Million
0.21% of portfolio

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Account