City State Bank Vanguard Wellington Fd U S Mom Transaction History

City State Bank

$226 Million
Q1 2024

A detailed history of City State Bank transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, City State Bank holds 100 shares of VFMO stock, worth $15,087. This represents 0.01% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$15,087

Previous $13,000 15.38%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Jun 01, 2022	BUY	N/A	100 New	100 $13,000

Others Institutions Holding VFMO

# of Institutions

Shares Held

2.03M

Call Options Held

Put Options Held

Ritholtz Wealth Management

421K
Shares

$63.6 Million
2.22% of portfolio
Strategic Financial Services, Inc, Utica, NY

277K
Shares

$41.7 Million
2.71% of portfolio
Davidson Investment Advisors

203K
Shares

$30.7 Million
1.6% of portfolio
Anderson Hoagland & CO

139K
Shares

$20.9 Million
2.34% of portfolio
Cabot Wealth Management Inc

127K
Shares

$19.2 Million
2.53% 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 City State Bank, based on Form 13F filings with the SEC.

News

Stay updated on City State Bank with notifications on news.

Account