Barrett & Company, Inc. Vanguard Wellington Fd U S Mom Transaction History
Barrett & Company, Inc.
- $300 Billion
- Q4 2025
A detailed history of Barrett & Company, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Barrett & Company, Inc. holds 125 shares of VFMO stock, worth $23,152. This represents 0.01% of its overall portfolio holdings.
Number of Shares
125
Previous 125
-0.0%
Holding current value
$23,152
Previous $23.9 Million
0.18%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
161Shares Held
3.47MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management651KShares$121 Million2.31% 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 Advisors147KShares$27.2 Million1.21% of portfolio