Tortoise Investment Management, LLC Vanguard Transaction History
Tortoise Investment Management, LLC
- $849 Million
- Q2 2024
A detailed history of Tortoise Investment Management, LLC transactions in Vanguard stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 177,805 shares of VGSH stock, worth $10.5 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
177,805
Previous 171,775
3.51%
Holding current value
$10.5 Million
Previous $9.97 Million
3.37%
% of portfolio
1.21%
Previous 1.25%
Shares
18 transactions
Others Institutions Holding VGSH
# of Institutions
899Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$403 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$387 Million0.14% of portfolio