Comprehensive Financial Consultants Institutional, Inc. Vanguard Wellington Fd U S Mom Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$258 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$115.65 - $134.15 $8,326 - $9,658	-72 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$126.53 - $142.48 $9,110 - $10,258	72 New	72 $8,000

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.19M

Call Options Held

Put Options Held

Ritholtz Wealth Management

480K
Shares

$77.7 Million
2.21% of portfolio
Great Valley Advisor Group, Inc.

388K
Shares

$62.9 Million
1.43% of portfolio
Cetera Investment Advisers Schaumburg, IL

290K
Shares

$47 Million
0.09% of portfolio
Strategic Financial Services, Inc, Utica, NY

269K
Shares

$43.7 Million
2.41% of portfolio
Systelligence, LLC

145K
Shares

$23.5 Million
5.91% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

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