One Wealth Capital Management, LLC Vanguard Wellington Fd U S Mom Transaction History
One Wealth Capital Management, LLC
- $186 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$82 Million2.21% of portfolio
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Great Valley Advisor Group, Inc.388KShares$66.3 Million1.43% of portfolio
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Cetera Investment Advisers Schaumburg, IL290KShares$49.5 Million0.09% of portfolio
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Strategic Financial Services, Inc, Utica, NY269KShares$46 Million2.41% of portfolio
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Systelligence, LLC145KShares$24.8 Million5.91% of portfolio