Hobart Private Capital, LLC Vanguard Wellington Fd U S Mom Transaction History
Hobart Private Capital, LLC
- $478 Billion
- Q3 2025
A detailed history of Hobart Private Capital, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Hobart Private Capital, LLC holds 21,083 shares of VFMO stock, worth $3.9 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
21,083
Previous 21,333
1.17%
Holding current value
$3.9 Million
Previous $3.68 Billion
9.76%
% of portfolio
0.85%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
157Shares 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