Vestwell Advisors, LLC Vanguard Transaction History

Vestwell Advisors, LLC

$222 Billion
Q2 2025

A detailed history of Vestwell Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Vestwell Advisors, LLC holds 11,618 shares of VGSH stock, worth $682,325. This represents 0.31% of its overall portfolio holdings.

Number of Shares

11,618

Holding current value

$682,325

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Sep 29, 2025	BUY	$58.32 - $58.95 $677,561 - $684,881	11,618 New	11,618 $683 Million

Others Institutions Holding VGSH

# of Institutions

1,055

Shares Held

285M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.56 Billion
0.2% of portfolio
Morgan Stanley New York, NY

20.5M
Shares

$1.2 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.74M
Shares

$513 Million
0.04% of portfolio
Orgel Wealth Management, LLC

7.53M
Shares

$442 Million
10.66% of portfolio
Northern Trust Corp Chicago, IL

6.69M
Shares

$393 Million
0.06% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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