Partners In Financial Planning Vanguard Wellington Fd Us Mult Transaction History
Partners In Financial Planning
- $542 Billion
- Q2 2025
A detailed history of Partners In Financial Planning transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Partners In Financial Planning holds 20,019 shares of VFMF stock, worth $2.89 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
20,019
Previous 20,619
2.91%
Holding current value
$2.89 Million
Previous $2.6 Billion
3.38%
% of portfolio
0.5%
Previous 0.52%
Shares
17 transactions
Others Institutions Holding VFMF
# of Institutions
84Shares Held
1.38MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$43 Million3.93% of portfolio
-
Envestnet Asset Management Inc180KShares$25.9 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.143KShares$20.7 Million0.47% of portfolio
-
Opus Capital Group, LLC105KShares$15.2 Million1.7% of portfolio
-
Cambridge Investment Research Advisors, Inc.61.9KShares$8.92 Million0.03% of portfolio