Sunbelt Securities, Inc. Vanguard Wellington Fd Us Mult Transaction History

Sunbelt Securities, Inc.

$1.03 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 17, 2023	BUY	$94.65 - $105.82 $30,193 - $33,756	319 New	319 $31,000

Others Institutions Holding VFMF

# of Institutions

70

Shares Held

1.3M

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

305K
Shares

$39.5 Million
4.28% of portfolio
Envestnet Asset Management Inc

200K
Shares

$25.8 Million
0.01% of portfolio
Opus Capital Group, LLC

106K
Shares

$13.7 Million
1.76% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

79.3K
Shares

$10.3 Million
1.47% of portfolio
Raymond James Financial Inc St. Petersburg, FL

73K
Shares

$9.45 Million
0.0% of portfolio

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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