Midwestern Financial, LLC /Ia Vanguard Transaction History
Midwestern Financial, LLC /Ia
- $116 Billion
- Q3 2025
A detailed history of Midwestern Financial, LLC /Ia transactions in Vanguard stock. As of the latest transaction made, Midwestern Financial, LLC /Ia holds 43,730 shares of VGSH stock, worth $2.57 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
43,730
Previous 43,869
0.32%
Holding current value
$2.57 Million
Previous $2.58 Billion
0.2%
% of portfolio
2.21%
Previous 2.42%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall 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, LLC7.53MShares$442 Million10.66% of portfolio