Hobart Private Capital, LLC Vanguard Wellington Fd U S Mom Transaction History
Hobart Private Capital, LLC
- $400 Billion
- Q1 2025
A detailed history of Hobart Private Capital, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Hobart Private Capital, LLC holds 22,162 shares of VFMO stock, worth $3.38 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
22,162
Previous 20,761
6.75%
Holding current value
$3.38 Million
Previous $3.41 Billion
1.47%
% of portfolio
0.84%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
135Shares Held
2.64MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$73.1 Million2.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$41.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$40.4 Million2.61% of portfolio
-
Systelligence, LLC145KShares$22.1 Million5.91% of portfolio
-
Davidson Investment Advisors127KShares$19.4 Million0.99% of portfolio