Ritholtz Wealth Management Vanguard Wellington Fd U S Mom Transaction History
Ritholtz Wealth Management
- $3.28 Billion
- Q3 2024
A detailed history of Ritholtz Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ritholtz Wealth Management holds 431,899 shares of VFMO stock, worth $72.6 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
431,899
Previous 420,019
2.83%
Holding current value
$72.6 Million
Previous $63.1 Million
10.19%
% of portfolio
2.12%
Previous 2.1%
Shares
13 transactions
Others Institutions Holding VFMO
# of Institutions
112Shares Held
2.48MCall Options Held
3.1KPut Options Held
700-
International Assets Investment Management, LLC Orlando, FL414KShares$69.7 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$46.4 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$23.1 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$21.7 Million1.02% of portfolio
-
Cabot Wealth Management Inc114KShares$19.1 Million2.31% of portfolio