Jfs Wealth Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 290 shares of VFMO stock, worth $41,983. This represents 0.0% of its overall portfolio holdings.

Number of Shares

290

Holding current value

$41,983

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$147.38 - $176.39 $42,740 - $51,153	290 New	290 $43,000

Others Institutions Holding VFMO

# of Institutions

136

Shares Held

2.64M

Call Options Held

Put Options Held

Ritholtz Wealth Management

480K
Shares

$69.5 Million
2.21% of portfolio
Cetera Investment Advisers Schaumburg, IL

270K
Shares

$39.1 Million
0.1% of portfolio
Strategic Financial Services, Inc, Utica, NY

265K
Shares

$38.3 Million
2.61% of portfolio
Systelligence, LLC

145K
Shares

$21 Million
5.91% of portfolio
Davidson Investment Advisors

128K
Shares

$18.5 Million
1.07% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History