Great Valley Advisor Group, Inc. Vanguard Wellington Fd U S Mom Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 348,637 shares of VFMO stock, worth $61.3 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
348,637
Previous 387,992
10.14%
Holding current value
$61.3 Million
Previous $58.9 Million
2.18%
% of portfolio
1.47%
Previous 1.43%
Shares
10 transactions
Others Institutions Holding VFMO
# of Institutions
151Shares Held
3.4MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% 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
-
Davidson Investment Advisors132KShares$23.3 Million1.07% of portfolio