Barnes Pettey Financial Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History
Barnes Pettey Financial Advisors, LLC
- $177 Million
- Q3 2025
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 13,172 shares of VFMF stock, worth $1.9 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
13,172
Previous 12,959
1.64%
Holding current value
$1.9 Million
Previous $1.74 Million
9.07%
% of portfolio
1.08%
Previous 1.19%
Shares
4 transactions
Others Institutions Holding VFMF
# of Institutions
85Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO301KShares$43.5 Million3.9% of portfolio
-
Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
-
Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio