Ieq Capital, LLC Vanguard Wellington Fd U S Mom Transaction History

Ieq Capital, LLC

$15.9 Billion
Q2 2025

A detailed history of Ieq Capital, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ieq Capital, LLC holds 2,435 shares of VFMO stock, worth $486,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,435

Holding current value

$486,513

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$134.25 - $172.52 $326,898 - $420,086	2,435 New	2,435 $420,000

Others Institutions Holding VFMO

# of Institutions

152

Shares Held

3.37M

Call Options Held

Put Options Held

Ritholtz Wealth Management

598K
Shares

$119 Million
2.32% of portfolio
Great Valley Advisor Group, Inc.

349K
Shares

$69.7 Million
1.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

311K
Shares

$62.1 Million
0.1% of portfolio
Strategic Financial Services, Inc, Utica, NY

279K
Shares

$55.8 Million
2.62% of portfolio
Systelligence, LLC

179K
Shares

$35.7 Million
6.34% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

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