Wellspring Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Wellspring Financial Advisors, LLC
- $633 Billion
- Q1 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 2,102,116 shares of VYM stock, worth $252 Million. This represents 6.47% of its overall portfolio holdings.
Number of Shares
2,102,116
Previous 1,853,557
13.41%
Holding current value
$252 Million
Previous $10.1 Billion
303.25%
% of portfolio
6.47%
Previous 2.53%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
1,697Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.82 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.32 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.15 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$599 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$593 Million0.23% of portfolio