Financial Partners Group, Inc Vanguard Wellington Fd U S Mom Transaction History
Financial Partners Group, Inc
- $768 Million
- Q3 2025
A detailed history of Financial Partners Group, Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Financial Partners Group, Inc holds 40,355 shares of VFMO stock, worth $7.47 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
40,355
Previous 49,165
17.92%
Holding current value
$7.47 Million
Previous $8.48 Million
8.83%
% of portfolio
1.01%
Previous 1.22%
Shares
3 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