Atlas Capital Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Atlas Capital Advisors LLC
- $819 Billion
- Q2 2025
A detailed history of Atlas Capital Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 116 shares of VFMO stock, worth $21,485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116
Previous 116
-0.0%
Holding current value
$21,485
Previous $17.6 Million
13.72%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding VFMO
# of Institutions
158Shares Held
3.41MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management628KShares$116 Million2.39% of portfolio
-
Great Valley Advisor Group, Inc.343KShares$63.6 Million1.47% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$55.7 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$51.9 Million2.72% of portfolio
-
Davidson Investment Advisors140KShares$25.9 Million1.19% of portfolio