West Chester Capital Advisors, Inc Vanguard Transaction History
West Chester Capital Advisors, Inc
- $195 Million
- Q3 2025
A detailed history of West Chester Capital Advisors, Inc transactions in Vanguard stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 156,464 shares of VGSH stock, worth $9.19 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
156,464
Previous 175,605
10.9%
Holding current value
$9.19 Million
Previous $10.3 Million
10.8%
% of portfolio
4.73%
Previous 5.18%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares 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, LLC7.53MShares$442 Million10.66% of portfolio