Retirement Capital Strategies Vanguard Wellington Fd Us Mult Transaction History

Retirement Capital Strategies

$255 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$89.23 - $105.54 $411,171 - $486,328	4,608 New	4,608 $413,000

Others Institutions Holding VFMF

# of Institutions

67

Shares Held

1.09M

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

311K
Shares

$42 Million
4.21% of portfolio
Envestnet Asset Management Inc

211K
Shares

$28.5 Million
0.01% of portfolio
Opus Capital Group, LLC

107K
Shares

$14.4 Million
1.74% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

76.7K
Shares

$10.3 Million
1.39% of portfolio
Raymond James & Associates St Petersburg, FL

60.5K
Shares

$8.17 Million
0.0% of portfolio

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
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