Foundations Investment Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,462 shares of VFMF stock, worth $362,800. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,462
Previous 3,303
25.46%
Holding current value
$362,800
Previous $444,000
20.05%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VFMF
# of Institutions
88Shares Held
1.41MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$44 Million3.93% of portfolio
-
Envestnet Asset Management Inc176KShares$25.9 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$24.4 Million3.97% of portfolio
-
Great Valley Advisor Group, Inc.149KShares$22 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.4 Million1.69% of portfolio