Raymond James Financial Inc Vanguard Wellington Fd Transaction History

Raymond James Financial Inc

$258 Billion
Q1 2025

A detailed history of Raymond James Financial Inc transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Raymond James Financial Inc holds 2,608 shares of VFMV stock, worth $329,364. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,608

Holding current value

$329,364

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$119.38 - $128.27 $311,343 - $334,528	2,608 New	2,608 $330,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.19M

Call Options Held

Put Options Held

Tanglewood Wealth Management, Inc.

202K
Shares

$25.5 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$22.5 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

134K
Shares

$16.9 Million
0.33% of portfolio
New Edge Advisors, LLC New Orleans, LA

69.5K
Shares

$8.78 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

65.6K
Shares

$8.29 Million
4.75% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
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Raymond James Financial Inc Vanguard Wellington Fd Transaction History