Baron Silver Stevens Financial Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $619 Million
- Q2 2025
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 23,969 shares of VFMF stock, worth $3.26 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
23,969
Previous 26,618
9.95%
Holding current value
$3.26 Million
Previous $3.36 Million
4.13%
% of portfolio
0.52%
Previous 0.59%
Shares
12 transactions
Others Institutions Holding VFMF
# of Institutions
74Shares Held
1.33MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO294KShares$40 Million3.85% of portfolio
-
Envestnet Asset Management Inc199KShares$27 Million0.01% of portfolio
-
Opus Capital Group, LLC105KShares$14.3 Million1.71% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX81.9KShares$11.1 Million1.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC76.1KShares$10.3 Million0.0% of portfolio