Smith, Moore & Co. Vanguard Wellington Fd Transaction History
Smith, Moore & Co.
- $1.17 Billion
- Q3 2025
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
Others Institutions Holding VFMV
# of Institutions
79Shares Held
1.28MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$23 Million2.12% of portfolio
-
Foundations Investment Advisors, LLC144KShares$18.7 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC106KShares$13.8 Million0.0% of portfolio
-
Sequoia Financial Advisors, LLC74.5KShares$9.67 Million0.07% of portfolio
-
Martin Worley Group Cottonwood Heights, UT72.4KShares$9.4 Million5.07% of portfolio