Diversify Advisory Services, LLC Vanguard Wellington Fd U S Mom Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 3,650 shares of VFMO stock, worth $676,053. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,650
Previous 3,160 15.51%
Holding current value
$676,053
Previous $566 Million 26.26%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$170.68 - $192.95 $83,633 - $94,545
490 Added 15.51%
3,650 $714 Million
Q2 2025

Aug 14, 2025
BUY
$134.25 - $172.52 $47,793 - $61,417
356 Added 12.7%
3,160 $566 Million
Q1 2025

May 05, 2025
BUY
$147.38 - $176.39 $413,253 - $494,597
2,804 New
2,804 $429 Million

Others Institutions Holding VFMO

# of Institutions
157
Shares Held
3.41M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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