Robertson Stephens Wealth Management, LLC Vanguard Wellington Fd U S Mom Call Options Transaction History

Robertson Stephens Wealth Management, LLC

$2.7 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VFMO

# of Institutions

111

Shares Held

2.48M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$73.2 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$70.2 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$46.7 Million
2.64% of portfolio
Anderson Hoagland & CO

137K
Shares

$23.3 Million
2.29% of portfolio
Davidson Investment Advisors

129K
Shares

$21.8 Million
1.02% of portfolio

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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