Disciplined Investments, LLC Vanguard Wellington Fd Transaction History

Disciplined Investments, LLC

$210 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 19, 2020	SELL	$62.34 - $94.4 $50,744 - $76,841	-814 Closed	0 $0
Q4 2019 May 19, 2020	BUY	$87.95 - $92.11 $71,591 - $74,977	814 New	814 $75,000

Others Institutions Holding VFMV

# of Institutions

52

Shares Held

999K

Call Options Held

0

Put Options Held

0

Tanglewood Wealth Management, Inc.

202K
Shares

$25 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$22.1 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.5 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.48 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

65.6K
Shares

$8.13 Million
4.75% of portfolio

About VANGUARD WELLINGTON FD

Ticker VFMV
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