Ritholtz Wealth Management Vanguard Wellington Fd U S Mom Transaction History
Ritholtz Wealth Management
- $4.45 Billion
- Q2 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 597,746 shares of VFMO stock, worth $105 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
597,746
Previous 479,873
24.56%
Holding current value
$105 Million
Previous $72.6 Million
41.98%
% of portfolio
2.32%
Previous 2.21%
Shares
16 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.33MCall Options Held
0Put Options Held
0-
Great Valley Advisor Group, Inc.388KShares$68.2 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$50.9 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$49.1 Million2.62% of portfolio
-
Systelligence, LLC179KShares$31.4 Million6.34% of portfolio
-
Davidson Investment Advisors132KShares$23.2 Million1.07% of portfolio