Benchmark Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Benchmark Wealth Management, LLC
- $206 Million
- Q1 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 132,099 shares of VYM stock, worth $16.8 Million. This represents 8.2% of its overall portfolio holdings.
Number of Shares
132,099
Previous 135,692
2.65%
Holding current value
$16.8 Million
Previous $17.3 Million
2.67%
% of portfolio
8.2%
Previous 8.54%
Shares
22 transactions
Others Institutions Holding VYM
# of Institutions
1,966Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.75 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.24 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$921 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$720 Million0.3% of portfolio