Orcam Financial Group Vanguard Wellington Fd U S Mom Transaction History
Orcam Financial Group
- $123 Million
- Q3 2025
A detailed history of Orcam Financial Group transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Orcam Financial Group holds 1,740 shares of VFMO stock, worth $322,282. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,740
Previous 1,737
0.17%
Holding current value
$322,282
Previous $299,000
11.37%
% of portfolio
0.27%
Previous 0.26%
Shares
5 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