Private Trust CO Na Vanguard Wellington Fd Us Mult Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 2025
A detailed history of Private Trust CO Na transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Private Trust CO Na holds 300 shares of VFMF stock, worth $42,420. This represents 0.0% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$42,420
Previous $40,000
7.5%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VFMF
# of Institutions
84Shares Held
1.39MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$42.2 Million3.93% of portfolio
-
Envestnet Asset Management Inc180KShares$25.4 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.143KShares$20.3 Million0.47% of portfolio
-
Opus Capital Group, LLC104KShares$14.8 Million1.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.61.9KShares$8.75 Million0.03% of portfolio