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 $227,407. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,811

Holding current value

$227,407

% 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

954K

Call Options Held

Put Options Held

Tanglewood Wealth Management, Inc.

202K
Shares

$25.3 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$22.4 Million
2.43% 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

$8.59 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.28 Million
4.37% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

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