Octavia Wealth Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

Octavia Wealth Advisors, LLC

$806 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$105.72 - $133.01 $776,724 - $977,224	7,347 New	7,347 $964,000

Others Institutions Holding VFMO

# of Institutions

106

Shares Held

2.55M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$70.7 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$67.8 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$45.9 Million
2.67% of portfolio
Davidson Investment Advisors

208K
Shares

$34 Million
1.63% of portfolio
Anderson Hoagland & CO

137K
Shares

$22.5 Million
2.29% of portfolio

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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