Ep Wealth Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 634 shares of VFMO stock, worth $95,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares

634

Holding current value

$95,962

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$159.11 - $178.39 $100,875 - $113,099	634 New	634 $104,000

Others Institutions Holding VFMO

# of Institutions

132

Shares Held

2.55M

Call Options Held

Put Options Held

Ritholtz Wealth Management

441K
Shares

$66.8 Million
2.16% of portfolio
Cetera Investment Advisers Schaumburg, IL

270K
Shares

$40.9 Million
0.1% of portfolio
Strategic Financial Services, Inc, Utica, NY

265K
Shares

$40.1 Million
2.61% of portfolio
Anderson Hoagland & CO

136K
Shares

$20.5 Million
2.4% of portfolio
Davidson Investment Advisors

128K
Shares

$19.4 Million
1.07% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

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Ep Wealth Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History