Ae Wealth Management LLC Vanguard Wellington Fd U S Mom Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ae Wealth Management LLC holds 37 shares of VFMO stock, worth $6,853. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,853

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$184.47 - $199.8 $6,825 - $7,392	37 New	37 $6,000

Others Institutions Holding VFMO

# of Institutions

160

Shares Held

3.46M

Call Options Held

Put Options Held

Ritholtz Wealth Management

651K
Shares

$121 Million
2.31% of portfolio
Great Valley Advisor Group, Inc.

343K
Shares

$63.6 Million
1.47% of portfolio
Wells Fargo & Company San Francisco, CA

301K
Shares

$55.7 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$51.9 Million
2.72% of portfolio
Davidson Investment Advisors

140K
Shares

$25.9 Million
1.19% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Vanguard Wellington Fd U S Mom Transaction History