Great Valley Advisor Group, Inc. Vanguard Wellington Fd Us Mult Transaction History
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 149,267 shares of VFMF stock, worth $21.6 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
149,267
Previous 143,379
4.11%
Holding current value
$21.6 Million
Previous $19.3 Million
11.67%
% of portfolio
0.48%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding VFMF
# of Institutions
85Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO301KShares$43.5 Million3.9% of portfolio
-
Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.62.6KShares$9.05 Million0.02% of portfolio