Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Glass Jacobson Investment Advisors LLC
- $277 Billion
- Q3 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 105 shares of VFMO stock, worth $19,448. This represents 0.01% of its overall portfolio holdings.
Number of Shares
105
Previous 149
29.53%
Holding current value
$19,448
Previous $25.7 Million
21.7%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
157Shares Held
3.41MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management628KShares$116 Million2.39% of portfolio
-
Great Valley Advisor Group, Inc.343KShares$63.6 Million1.47% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$55.7 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$51.9 Million2.72% of portfolio
-
Davidson Investment Advisors140KShares$25.9 Million1.19% of portfolio