Diversify Advisory Services, LLC Vanguard Wellington Fd U S Mom Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 3,160 shares of VFMO stock, worth $631,368. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,160
              Previous 2,804
              
        
           12.7%
        
      
          
        Holding current value
$631,368
            Previous $429 Million
            
        
           31.76%
        
      
          
        % of portfolio
0.02%
            Previous 0.03%
          
        Shares
	  2 transactions
	
  Others Institutions Holding VFMO
# of Institutions
155Shares Held
3.41MCall Options Held
0Put Options Held
0- 
    
      Ritholtz Wealth Management628KShares$126 Million2.39% of portfolio
- 
    
      Great Valley Advisor Group, Inc.349KShares$69.7 Million1.47% of portfolio
- 
    
      Cetera Investment Advisers Schaumburg, IL311KShares$62.1 Million0.1% of portfolio
- 
    
      Strategic Financial Services, Inc, Utica, NY279KShares$55.8 Million2.62% of portfolio
- 
    
      Systelligence, LLC179KShares$35.7 Million6.34% of portfolio