City State Bank Vanguard Wellington Fd U S Mom Transaction History

City State Bank

$280 Million
Q4 2024

A detailed history of City State Bank transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, City State Bank holds 100 shares of VFMO stock, worth $17,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$17,272

Previous $16,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Jun 01, 2022	BUY	$115.65 - $134.15 $11,565 - $13,415	100 New	100 $13,000

Others Institutions Holding VFMO

# of Institutions

115

Shares Held

2.13M

Call Options Held

Put Options Held

Ritholtz Wealth Management

441K
Shares

$76.2 Million
2.16% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$47.6 Million
2.64% of portfolio
Anderson Hoagland & CO

136K
Shares

$23.4 Million
2.4% of portfolio
Davidson Investment Advisors

128K
Shares

$22.1 Million
1.07% of portfolio
Cabot Wealth Management Inc

110K
Shares

$19 Million
2.32% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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