Martin Worley Group Vanguard Wellington Fd Transaction History
Martin Worley Group
- $175 Billion
- Q1 2025
A detailed history of Martin Worley Group transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Martin Worley Group holds 65,624 shares of VFMV stock, worth $8.13 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
65,624
Previous 57,993
13.16%
Holding current value
$8.13 Million
Previous $6.99 Billion
19.01%
% of portfolio
4.75%
Previous 4.37%
Shares
2 transactions
Others Institutions Holding VFMV
# of Institutions
53Shares Held
1MCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$25 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$22.1 Million2.43% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.5 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.48 Million0.05% of portfolio
-
Milestone Advisory Partners40.8KShares$5.05 Million3.27% of portfolio