Smith, Moore & Co. Vanguard Wellington Fd Transaction History

Smith, Moore & Co.

$1.05 Billion
Q4 2024

A detailed history of Smith, Moore & Co. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Smith, Moore & Co. holds 5,029 shares of VFMV stock, worth $643,510. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,029

Holding current value

$643,510

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$120.0 - $127.93 $603,480 - $643,359	5,029 New	5,029 $606,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

753K

Call Options Held

Put Options Held

Anderson Hoagland & CO

179K
Shares

$22.9 Million
2.32% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.9 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.75 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.42 Million
4.37% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.22 Million
3.27% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
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