Cetera Investment Advisers Vanguard Wellington Fd Transaction History

Cetera Investment Advisers

$49.2 Billion
Q1 2025

A detailed history of Cetera Investment Advisers transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Cetera Investment Advisers holds 3,606 shares of VFMV stock, worth $457,204. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,606

Holding current value

$457,204

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$119.38 - $128.27 $430,484 - $462,541	3,606 New	3,606 $457,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.19M

Call Options Held

Put Options Held

Tanglewood Wealth Management, Inc.

202K
Shares

$25.6 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$22.6 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

134K
Shares

$16.9 Million
0.33% of portfolio
New Edge Advisors, LLC New Orleans, LA

69.5K
Shares

$8.81 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

65.6K
Shares

$8.32 Million
4.75% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Account

Cetera Investment Advisers Vanguard Wellington Fd Transaction History