Capital Analysts, LLC Vanguard Wellington Fd U S Mom Transaction History
Capital Analysts, LLC
- $3.43 Billion
- Q3 2025
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 501 shares of VFMO stock, worth $92,795. This represents 0.0% of its overall portfolio holdings.
Number of Shares
501
Previous 92
444.57%
Holding current value
$92,795
Previous $16,000
500.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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