Vertex Planning Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,907 shares of VYM stock, worth $268,906. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,907
Previous 1,907
-0.0%
Holding current value
$268,906
Previous $254 Million
5.73%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding VYM
# of Institutions
2,099Shares Held
190MCall Options Held
2.01MPut Options Held
167K-
Bank Of America Corp Charlotte, NC11.9MShares$1.68 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10MShares$1.42 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.45MShares$1.05 Billion0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.47MShares$913 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$748 Million0.15% of portfolio