Modera Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,955 shares of VFMF stock, worth $282,536. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,955
Previous 1,955
-0.0%
Holding current value
$282,536
Previous $262,000
7.63%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VFMF
# of Institutions
85Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$43.1 Million3.93% of portfolio
-
Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
-
Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio