Tfb Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Tfb Advisors LLC
- $340 Million
- Q1 2025
A detailed history of Tfb Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Tfb Advisors LLC holds 4,412 shares of VFMO stock, worth $724,097. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,412
Previous 3,049
44.7%
Holding current value
$724,097
Previous $501,000
33.53%
% of portfolio
0.2%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$78.8 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$63.7 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$47.6 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$43.5 Million2.61% of portfolio
-
Systelligence, LLC145KShares$23.8 Million5.91% of portfolio