Elm3 Financial Group, LLC Vanguard Wellington Fd Transaction History
Elm3 Financial Group, LLC
- $122 Billion
- Q3 2025
A detailed history of Elm3 Financial Group, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Elm3 Financial Group, LLC holds 2,058 shares of VFMV stock, worth $267,498. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,058
Previous 2,179
5.55%
Holding current value
$267,498
Previous $279 Million
3.29%
% of portfolio
0.22%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VFMV
# of Institutions
75Shares Held
1.13MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$23 Million2.12% of portfolio
-
Foundations Investment Advisors, LLC140KShares$18.2 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC95.6KShares$12.4 Million0.0% of portfolio
-
Martin Worley Group Cottonwood Heights, UT72.4KShares$9.41 Million5.07% of portfolio
-
New Edge Advisors, LLC New Orleans, LA67.7KShares$8.79 Million0.05% of portfolio