Savvy Advisors, Inc. Vanguard Wellington Fd Us Mult Transaction History
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 2025
A detailed history of Savvy Advisors, Inc. transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Savvy Advisors, Inc. holds 1,489 shares of VFMF stock, worth $215,190. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,489
Previous 1,489
-0.0%
Holding current value
$215,190
Previous $200,000
7.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
85Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO301KShares$43.5 Million3.9% of portfolio
-
Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
-
Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio