Sheets Smith Wealth Management Vanguard Whitehall Fds (Vangua Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,914Shares Held
195MCall Options Held
1.72MPut Options Held
312K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
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Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio