Autus Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Autus Asset Management, LLC
- $556 Million
- Q4 2022
A detailed history of Autus Asset Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Autus Asset Management, LLC holds 1,925 shares of VFMO stock, worth $290,424. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,925
Previous 1,925
-0.0%
Holding current value
$290,424
Previous $204,000
7.35%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding VFMO
# of Institutions
87Shares Held
2.03MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management421KShares$63.6 Million2.22% of portfolio
-
Strategic Financial Services, Inc, Utica, NY277KShares$41.7 Million2.71% of portfolio
-
Davidson Investment Advisors203KShares$30.7 Million1.6% of portfolio
-
Anderson Hoagland & CO139KShares$20.9 Million2.34% of portfolio
-
Cabot Wealth Management Inc127KShares$19.2 Million2.53% of portfolio