Cabot Wealth Management Inc Vanguard Wellington Fd U S Mom Transaction History
Cabot Wealth Management Inc
- $780 Million
- Q1 2025
A detailed history of Cabot Wealth Management Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Cabot Wealth Management Inc holds 106,970 shares of VFMO stock, worth $18.9 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
106,970
Previous 110,231
2.96%
Holding current value
$18.9 Million
Previous $18.1 Million
10.43%
% of portfolio
2.08%
Previous 2.32%
Shares
13 transactions
Others Institutions Holding VFMO
# of Institutions
149Shares Held
3.15MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$84.8 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$68.6 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$51.2 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$47.6 Million2.41% of portfolio
-
Systelligence, LLC145KShares$25.7 Million5.91% of portfolio