Capital Analysts, LLC Vanguard Wellington Fd U S Mom Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

A detailed history of Capital Analysts, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Capital Analysts, LLC holds 92 shares of VFMO stock, worth $15,063. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$15,063

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$138.89 - $152.14 $12,777 - $13,996	92 New	92 $14,000

Others Institutions Holding VFMO

# of Institutions

106

Shares Held

2.55M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$70.7 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$67.8 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$45.9 Million
2.67% of portfolio
Davidson Investment Advisors

208K
Shares

$34 Million
1.63% of portfolio
Anderson Hoagland & CO

137K
Shares

$22.5 Million
2.29% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Account

Capital Analysts, LLC Vanguard Wellington Fd U S Mom Transaction History