Milestone Advisory Partners Vanguard Wellington Fd Put Options Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VFMV

# of Institutions

47

Shares Held

753K

Call Options Held

0

Put Options Held

0

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
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.28 Million
4.37% of portfolio

About VANGUARD WELLINGTON FD

Ticker VFMV
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