New Edge Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, New Edge Advisors, LLC holds 32,314 shares of VFMO stock, worth $5.99 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
32,314
Previous 29,158
10.82%
Holding current value
$5.99 Million
Previous $5.03 Million
23.08%
% of portfolio
0.03%
Previous 0.03%
Shares
7 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