Wellspring Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Wellspring Financial Advisors, LLC
- $735 Billion
- Q2 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 2,110,918 shares of VYM stock, worth $270 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
2,110,918
Previous 2,102,116
0.42%
Holding current value
$270 Million
Previous $40.9 Billion
0.66%
% of portfolio
5.6%
Previous 6.47%
Shares
18 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$667 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$639 Million0.21% of portfolio