Westwood Wealth Management Vanguard Transaction History

Westwood Wealth Management

$127 Million
Q4 2025

A detailed history of Westwood Wealth Management transactions in Vanguard stock. As of the latest transaction made, Westwood Wealth Management holds 41,925 shares of VGSH stock, worth $2.46 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

41,925

Holding current value

$2.46 Million

% of portfolio

1.93%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	$58.64 - $58.96 $2.46 Million - $2.47 Million	41,925 New	41,925 $2.46 Million

Others Institutions Holding VGSH

# of Institutions

1,071

Shares Held

269M

Call Options Held

3.3K

Put Options Held

Jpmorgan Chase & CO New York, NY

25.6M
Shares

$1.5 Billion
0.1% of portfolio
Morgan Stanley New York, NY

22.1M
Shares

$1.3 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

9.9M
Shares

$581 Million
0.04% of portfolio
Northern Trust Corp Chicago, IL

8.09M
Shares

$475 Million
0.06% of portfolio
Orgel Wealth Management, LLC

8.08M
Shares

$474 Million
11.18% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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Westwood Wealth Management Vanguard Transaction History