Halbert Hargrove Global Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 15,349 shares of VFMF stock, worth $2.22 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,349
Previous 15,969
3.88%
Holding current value
$2.22 Million
Previous $2.15 Million
3.12%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding VFMF
# of Institutions
88Shares Held
1.41MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$43.1 Million3.93% 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
-
Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio