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 Million
4.21% of portfolio
Envestnet Asset Management Inc

211K
Shares

$28.5 Million
0.01% of portfolio
Opus Capital Group, LLC

107K
Shares

$14.4 Million
1.74% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

76.7K
Shares

$10.3 Million
1.39% of portfolio
Raymond James & Associates St Petersburg, FL

60.5K
Shares

$8.17 Million
0.0% of portfolio

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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