Svb Wealth LLC Vanguard Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Svb Wealth LLC holds 258 shares of VGSH stock, worth $15,129. This represents 0.0% of its overall portfolio holdings.

Number of Shares

258

Holding current value

$15,129

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$58.07 - $58.69 $14,982 - $15,142	258 New	258 $15,000

Others Institutions Holding VGSH

# of Institutions

1,025

Shares Held

272M

Call Options Held

6.2K

Put Options Held

400

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.55 Billion
0.2% of portfolio
Morgan Stanley New York, NY

22.3M
Shares

$1.3 Billion
0.1% of portfolio
Orgel Wealth Management, LLC

7.54M
Shares

$442 Million
12.2% of portfolio
Bank Of America Corp Charlotte, NC

6.91M
Shares

$405 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

6.27M
Shares

$367 Million
0.06% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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