Beacon Harbor Wealth Advisors, Inc. Vanguard Wellington Fd Us Mult Transaction History

Beacon Harbor Wealth Advisors, Inc.

$420 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$112.07 - $126.89 $9.39 Million - $10.6 Million	83,789 New	83,789 $10.6 Million

Others Institutions Holding VFMF

# of Institutions

67

Shares Held

1.09M

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

311K
Shares

$42.2 Million
4.21% of portfolio
Envestnet Asset Management Inc

211K
Shares

$28.6 Million
0.01% of portfolio
Opus Capital Group, LLC

107K
Shares

$14.5 Million
1.74% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

76.7K
Shares

$10.4 Million
1.39% of portfolio
Raymond James & Associates St Petersburg, FL

60.5K
Shares

$8.2 Million
0.0% of portfolio

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
Industry ETFs

More about VFMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Harbor Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Harbor Wealth Advisors, Inc. with notifications on news.