Morling Financial Advisors, LLC Vanguard Transaction History
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
A detailed history of Morling Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 437,192 shares of VGSH stock, worth $25.7 Million. This represents 10.15% of its overall portfolio holdings.
Number of Shares
437,192
Previous 407,736
7.22%
Holding current value
$25.7 Million
Previous $24 Million
7.35%
% of portfolio
10.15%
Previous 9.2%
Shares
7 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