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 $471,086. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,812

Holding current value

$471,086

% 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

1.3M

Call Options Held

Put Options Held

Anderson Hoagland & CO

294K
Shares

$36.4 Million
4.01% of portfolio
Envestnet Asset Management Inc

199K
Shares

$24.5 Million
0.01% of portfolio
Opus Capital Group, LLC

105K
Shares

$13 Million
1.71% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

79.3K
Shares

$9.81 Million
1.47% of portfolio
Raymond James Financial Inc St. Petersburg, FL

73K
Shares

$9.03 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
Industry ETFs

More about VFMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.

Account