L.M. Kohn & Company Vanguard Wellington Fd Us Mult Transaction History

L.M. Kohn & Company

$373 Million
Q1 2025

A detailed history of L.M. Kohn & Company transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, L.M. Kohn & Company holds 3,812 shares of VFMF stock, worth $496,932. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,812

Holding current value

$496,932

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$122.86 - $137.9 $468,342 - $525,674	3,812 New	3,812 $481,000

Others Institutions Holding VFMF

# of Institutions

Shares Held

1.32M

Call Options Held

Put Options Held

Anderson Hoagland & CO

294K
Shares

$38.4 Million
4.01% of portfolio
Envestnet Asset Management Inc

199K
Shares

$25.9 Million
0.01% of portfolio
Opus Capital Group, LLC

105K
Shares

$13.7 Million
1.71% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

81.9K
Shares

$10.7 Million
1.49% of portfolio
Lpl Financial LLC Fort Mill, SC

76.1K
Shares

$9.91 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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