Advisor Net Financial, Inc Vanguard Wellington Fd Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q1 2025

A detailed history of Advisor Net Financial, Inc transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Advisor Net Financial, Inc holds 57 shares of VFMV stock, worth $7,157. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$7,157

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 07, 2025	BUY	$119.38 - $128.27 $6,804 - $7,311	57 New	57 $7,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

753K

Call Options Held

Put Options Held

Tanglewood Wealth Management, Inc.

202K
Shares

$25.3 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$22.4 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.7 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.59 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.28 Million
4.37% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Account

Advisor Net Financial, Inc Vanguard Wellington Fd Transaction History