Ritholtz Wealth Management Vanguard Wellington Fd U S Mom Transaction History
Ritholtz Wealth Management
- $3.29 Billion
- Q1 2025
A detailed history of Ritholtz Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ritholtz Wealth Management holds 479,873 shares of VFMO stock, worth $72.6 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
479,873
Previous 441,345
8.73%
Holding current value
$72.6 Million
Previous $72.5 Million
0.12%
% of portfolio
2.21%
Previous 2.16%
Shares
15 transactions
Others Institutions Holding VFMO
# of Institutions
136Shares Held
2.64MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL270KShares$40.9 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$40.1 Million2.61% of portfolio
-
Systelligence, LLC145KShares$22 Million5.91% of portfolio
-
Davidson Investment Advisors128KShares$19.4 Million1.07% of portfolio
-
Anderson Hoagland & CO119KShares$18 Million1.95% of portfolio