Vertex Planning Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Vertex Planning Partners, LLC
- $479 Billion
 - Q2 2025
 
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,907 shares of VYM stock, worth $269,897. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,907
              Previous 1,907
              
        
           -0.0%
        
      
          
        Holding current value
$269,897
            Previous $246 Million
            
        
           3.37%
        
      
          
        % of portfolio
0.05%
            Previous 0.05%
          
        Shares
	  6 transactions
	
  Others Institutions Holding VYM
# of Institutions
2,061Shares Held
195MCall Options Held
2.08MPut Options Held
216K- 
    
      Bank Of America Corp Charlotte, NC12.1MShares$1.71 Billion0.12% of portfolio
 - 
    
      Morgan Stanley New York, NY9.97MShares$1.41 Billion0.09% of portfolio
 - 
    
      Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL7.98MShares$1.13 Billion1.5% of portfolio
 - 
    
      Raymond James Financial Inc St. Petersburg, FL7.49MShares$1.06 Billion0.36% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC6.17MShares$873 Million0.29% of portfolio