Dynamic Advisor Solutions LLC Vanguard Wellington Fd Us Mult Transaction History
Dynamic Advisor Solutions LLC
- $2.96 Billion
- Q4 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 1,984 shares of VFMF stock, worth $286,727. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,984
Previous 1,886
5.2%
Holding current value
$286,727
Previous $272,000
5.15%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding VFMF
# of Institutions
85Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO301KShares$43.5 Million3.9% of portfolio
-
Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
-
Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio