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 $8.32 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
65,624
Previous 57,993
13.16%
Holding current value
$8.32 Million
Previous $6.99 Billion
19.01%
% of portfolio
4.75%
Previous 4.37%
Shares
2 transactions
Others Institutions Holding VFMV
# of Institutions
63Shares Held
1.19MCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$25.6 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$22.6 Million2.43% of portfolio
-
Foundations Investment Advisors, LLC134KShares$16.9 Million0.33% of portfolio
-
New Edge Advisors, LLC New Orleans, LA69.5KShares$8.81 Million0.05% of portfolio
-
Ubs Group Ag43.3KShares$5.49 Million0.0% of portfolio