Silver Oak Securities, Inc Vanguard Wellington Fd U S Mom Transaction History
Silver Oak Securities, Inc
- $1.22 Billion
- Q3 2025
A detailed history of Silver Oak Securities, Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Silver Oak Securities, Inc holds 1,618 shares of VFMO stock, worth $299,685. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,618
Previous 1,502
7.72%
Holding current value
$299,685
Previous $259,000
19.69%
% of portfolio
0.03%
Previous 0.02%
Shares
3 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