Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Glass Jacobson Investment Advisors LLC
- $260 Billion
- Q2 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 149 shares of VFMO stock, worth $26,185. This represents 0.01% of its overall portfolio holdings.
Number of Shares
149
Previous 477
68.76%
Holding current value
$26,185
Previous $78.5 Million
67.21%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.39MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$68.2 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$54.7 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$49.1 Million2.62% of portfolio
-
Systelligence, LLC179KShares$31.4 Million6.34% of portfolio