Orcam Financial Group Vanguard Wellington Fd U S Mom Transaction History
Orcam Financial Group
- $114 Million
- Q2 2025
A detailed history of Orcam Financial Group transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Orcam Financial Group holds 1,737 shares of VFMO stock, worth $323,533. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,737
Previous 1,731
0.35%
Holding current value
$323,533
Previous $262,000
14.12%
% of portfolio
0.26%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
151Shares Held
3.38MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$111 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.349KShares$64.9 Million1.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$57.9 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$52.1 Million2.62% of portfolio
-
Systelligence, LLC179KShares$33.3 Million6.34% of portfolio