New Edge Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, New Edge Advisors, LLC holds 7,436 shares of VFMF stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,436
Previous 7,334
1.39%
Holding current value
$1.07 Million
Previous $986,000
8.72%
% of portfolio
0.01%
Previous 0.01%
Shares
8 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