Creative Financial Designs Inc Vanguard Wellington Fd Transaction History
Creative Financial Designs Inc
- $1.38 Billion
- Q3 2025
A detailed history of Creative Financial Designs Inc transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Creative Financial Designs Inc holds 25,497 shares of VFMV stock, worth $3.31 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
25,497
Previous 22,990
10.9%
Holding current value
$3.31 Million
Previous $2.95 Million
13.57%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VFMV
# of Institutions
78Shares Held
1.27MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$23 Million2.12% of portfolio
-
Foundations Investment Advisors, LLC144KShares$18.7 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC106KShares$13.8 Million0.0% of portfolio
-
Sequoia Financial Advisors, LLC74.5KShares$9.67 Million0.07% of portfolio
-
Martin Worley Group Cottonwood Heights, UT72.4KShares$9.4 Million5.07% of portfolio