Kovitz Investment Group Partners, LLC Vanguard Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,069,672 shares of VGSH stock, worth $62.8 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,069,672
Previous 1,090,974
1.95%
Holding current value
$62.8 Million
Previous $64.1 Million
1.84%
% of portfolio
0.27%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
1,061Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio