Modera Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 2025
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,955 shares of VFMF stock, worth $280,444. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,955
Previous 1,965
0.51%
Holding current value
$280,444
Previous $248,000
5.65%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VFMF
# of Institutions
83Shares Held
1.38MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO294KShares$42.2 Million3.85% of portfolio
-
Envestnet Asset Management Inc180KShares$25.8 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.143KShares$20.6 Million0.47% of portfolio
-
Opus Capital Group, LLC105KShares$15.1 Million1.7% of portfolio
-
Cambridge Investment Research Advisors, Inc.61.9KShares$8.88 Million0.03% of portfolio