Advisor Os, LLC Vanguard Wellington Fd Transaction History

Advisor Os, LLC

$878 Million
Q1 2025

A detailed history of Advisor Os, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Advisor Os, LLC holds 4,187 shares of VFMV stock, worth $534,512. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,187

Holding current value

$534,512

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$119.38 - $128.27 $499,844 - $537,066	4,187 New	4,187 $530,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.01M

Call Options Held

Put Options Held

Anderson Hoagland & CO

178K
Shares

$22.8 Million
2.23% of portfolio
Foundations Investment Advisors, LLC

134K
Shares

$17.1 Million
0.33% of portfolio
New Edge Advisors, LLC New Orleans, LA

69.5K
Shares

$8.87 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

65.6K
Shares

$8.38 Million
4.75% of portfolio
Ubs Group Ag

43.3K
Shares

$5.53 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
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