Leonard Rickey Investment Advisors P.L.L.C. Vanguard Wellington Fd Put Options Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$471 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VFMV

# of Institutions

Shares Held

954K

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

$8.26 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7 Million
4.37% of portfolio

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About VANGUARD WELLINGTON FD

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