Betterment LLC Vanguard Wellington Fd U S Mom Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Betterment LLC holds 20,999 shares of VFMO stock, worth $3.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,999

Holding current value

$3.46 Million

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$147.38 - $176.39 $3.09 Million - $3.7 Million	20,999 New	20,999 $3.19 Million

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.19M

Call Options Held

Put Options Held

Ritholtz Wealth Management

480K
Shares

$79 Million
2.21% of portfolio
Great Valley Advisor Group, Inc.

388K
Shares

$63.9 Million
1.43% of portfolio
Cetera Investment Advisers Schaumburg, IL

290K
Shares

$47.7 Million
0.09% of portfolio
Strategic Financial Services, Inc, Utica, NY

269K
Shares

$44.4 Million
2.41% of portfolio
Systelligence, LLC

145K
Shares

$23.9 Million
5.91% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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