Allworth Financial LP Vanguard Wellington Fd U S Mom Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Allworth Financial LP holds 22 shares of VFMO stock, worth $3,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,868

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$159.11 - $178.39 $3,500 - $3,924	22 New	22 $3,000

Others Institutions Holding VFMO

# of Institutions

118

Shares Held

2.12M

Call Options Held

Put Options Held

Ritholtz Wealth Management

441K
Shares

$77.6 Million
2.16% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$48.5 Million
2.64% of portfolio
Anderson Hoagland & CO

136K
Shares

$23.9 Million
2.4% of portfolio
Davidson Investment Advisors

128K
Shares

$22.5 Million
1.07% of portfolio
Cabot Wealth Management Inc

110K
Shares

$19.4 Million
2.32% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
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More about VFMO

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