Martin Worley Group Vanguard Wellington Fd Transaction History

Martin Worley Group

$160 Billion
Q4 2024

A detailed history of Martin Worley Group transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Martin Worley Group holds 57,993 shares of VFMV stock, worth $7.31 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares

57,993

Holding current value

$7.31 Million

% of portfolio

4.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$120.0 - $127.93 $6.96 Million - $7.42 Million	57,993 New	57,993 $6.99 Billion

Others Institutions Holding VFMV

# of Institutions

Shares Held

686K

Call Options Held

Put Options Held

Anderson Hoagland & CO

179K
Shares

$22.6 Million
2.32% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.8 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.62 Million
0.06% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.14 Million
3.27% of portfolio
Umb Bank, N.A.

35.7K
Shares

$4.5 Million
0.07% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Martin Worley Group, based on Form 13F filings with the SEC.

News

Stay updated on Martin Worley Group with notifications on news.

Account