Cerity Partners LLC Vanguard Wellington Fd U S Mom Transaction History

Cerity Partners LLC

$45.5 Billion
Q4 2024

A detailed history of Cerity Partners LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Cerity Partners LLC holds 2,366 shares of VFMO stock, worth $408,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,366

Holding current value

$408,868

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$159.11 - $178.39 $376,454 - $422,070	2,366 New	2,366 $388,000

Others Institutions Holding VFMO

# of Institutions

131

Shares Held

2.53M

Call Options Held

Put Options Held

Ritholtz Wealth Management

441K
Shares

$76.3 Million
2.16% of portfolio
Cetera Investment Advisers Schaumburg, IL

270K
Shares

$46.7 Million
0.1% of portfolio
Strategic Financial Services, Inc, Utica, NY

265K
Shares

$45.8 Million
2.61% of portfolio
Anderson Hoagland & CO

136K
Shares

$23.5 Million
2.4% of portfolio
Davidson Investment Advisors

128K
Shares

$22.1 Million
1.07% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Account