J.W. Cole Advisors, Inc. Vanguard Wellington Fd Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 1,811 shares of VFMV stock, worth $227,334. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,811

Holding current value

$227,334

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$120.0 - $127.93 $217,320 - $231,681	1,811 New	1,811 $218,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

628K

Call Options Held

Put Options Held

Anderson Hoagland & CO

179K
Shares

$22.5 Million
2.32% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.7 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.58 Million
0.06% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.12 Million
3.27% of portfolio
Lpl Financial LLC Fort Mill, SC

38.6K
Shares

$4.85 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

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J.W. Cole Advisors, Inc. Vanguard Wellington Fd Transaction History