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

L.M. Kohn & Company

$373 Million
Q1 2025

A detailed history of L.M. Kohn & Company transactions in Vanguard Wellington Fd stock. As of the latest transaction made, L.M. Kohn & Company holds 3,906 shares of VFMV stock, worth $472,235. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,906

Holding current value

$472,235

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$119.38 - $128.27 $466,298 - $501,022	3,906 New	3,906 $495,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

996K

Call Options Held

Put Options Held

Tanglewood Wealth Management, Inc.

202K
Shares

$24.4 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$21.5 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.2 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.27 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

65.6K
Shares

$7.93 Million
4.75% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

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