Cetera Investment Advisers Vanguard Wellington Fd U S Mom Transaction History
Cetera Investment Advisers
- $55.9 Billion
- Q2 2025
A detailed history of Cetera Investment Advisers transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Cetera Investment Advisers holds 311,015 shares of VFMO stock, worth $54.7 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
311,015
Previous 289,868
7.3%
Holding current value
$54.7 Million
Previous $44 Million
22.01%
% of portfolio
0.1%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding VFMO
# of Institutions
151Shares Held
3.4MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.349KShares$61.3 Million1.47% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$49.1 Million2.62% of portfolio
-
Systelligence, LLC179KShares$31.4 Million6.34% of portfolio
-
Davidson Investment Advisors132KShares$23.3 Million1.07% of portfolio