Aegis Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Aegis Wealth Management LLC

$177 Billion
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 07, 2025	BUY	$126.68 - $134.74 $2.39 Million - $2.54 Million	18,870 New	18,870 $2.41 Billion

Others Institutions Holding VYM

# of Institutions

2,114

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

Bank Of America Corp Charlotte, NC

11.9M
Shares

$1.68 Billion
0.12% of portfolio
Morgan Stanley New York, NY

10M
Shares

$1.42 Billion
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

7.45M
Shares

$1.05 Billion
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

6.47M
Shares

$913 Million
0.29% of portfolio
Wells Fargo & Company San Francisco, CA

5.3M
Shares

$748 Million
0.15% of portfolio

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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