Claris Advisors, LLC Vanguard Transaction History

Claris Advisors, LLC

$196 Million
Q3 2024

A detailed history of Claris Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Claris Advisors, LLC holds 502 shares of VGSH stock, worth $29,231. This represents 0.01% of its overall portfolio holdings.

Number of Shares

502

Holding current value

$29,231

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$57.74 - $59.13 $28,985 - $29,683	502 New	502 $29,000

Others Institutions Holding VGSH

# of Institutions

903

Shares Held

236M

Call Options Held

15.1K

Put Options Held

70.6K

Morgan Stanley New York, NY

20.9M
Shares

$1.22 Billion
0.1% of portfolio
Jpmorgan Chase & CO New York, NY

19.4M
Shares

$1.13 Billion
0.1% of portfolio
Goldman Sachs Group Inc New York, NY

7.99M
Shares

$465 Million
0.08% of portfolio
Orgel Wealth Management, LLC

7.17M
Shares

$418 Million
10.99% of portfolio
Envestnet Asset Management Inc

6.57M
Shares

$383 Million
0.14% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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