Cibc Private Wealth Group, LLC Vanguard Wellington Fd Transaction History

Cibc Private Wealth Group, LLC

$52.7 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$92.1 - $105.32 $42,550 - $48,657	-462 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$97.11 - $106.16 $44,864 - $49,045	462 New	462 $48,000

Others Institutions Holding VFMV

# of Institutions

50

Shares Held

978K

Call Options Held

0

Put Options Held

0

Tanglewood Wealth Management, Inc.

202K
Shares

$24.4 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$21.5 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.2 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.26 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

65.6K
Shares

$7.93 Million
4.75% of portfolio

About VANGUARD WELLINGTON FD

Ticker VFMV
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