Martin Worley Group Vanguard Wellington Fd Transaction History

Martin Worley Group

$160 Billion
Q4 2024

A detailed history of Martin Worley Group transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Martin Worley Group holds 57,993 shares of VFMV stock, worth $7.28 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares

57,993

Holding current value

$7.28 Million

% of portfolio

4.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$120.0 - $127.93 $6.96 Million - $7.42 Million	57,993 New	57,993 $6.99 Billion

Others Institutions Holding VFMV

# of Institutions

Shares Held

753K

Call Options Held

Put Options Held

Tanglewood Wealth Management, Inc.

202K
Shares

$25.3 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$22.4 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.7 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.59 Million
0.05% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.12 Million
3.27% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

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