A detailed history of Smith, Moore & Co. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Smith, Moore & Co. holds 18,057 shares of VFMV stock, worth $2.34 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,057
Previous 20,293 11.02%
Holding current value
$2.34 Million
Previous $2.6 Million 8.88%
% of portfolio
0.2%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$126.35 - $131.95 $282,518 - $295,040
-2,236 Reduced 11.02%
18,057 $2.37 Million
Q2 2025

Aug 13, 2025

BUY
$114.53 - $128.23 $679,162 - $760,403
5,930 Added 41.29%
20,293 $2.6 Million
Q1 2025

May 14, 2025

BUY
$119.38 - $128.27 $1.11 Million - $1.2 Million
9,334 Added 185.6%
14,363 $1.82 Million
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

About VANGUARD WELLINGTON FD


  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
Track This Portfolio

Track Smith, Moore & Co. Portfolio

Follow Smith, Moore & Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith, Moore & Co., based on Form 13F filings with the SEC.

News

Stay updated on Smith, Moore & Co. with notifications on news.