Systelligence, LLC Vanguard Wellington Fd U S Mom Transaction History
Systelligence, LLC
- $373 Million
- Q1 2025
A detailed history of Systelligence, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Systelligence, LLC holds 145,318 shares of VFMO stock, worth $24.9 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
145,318
Previous 95,969
51.42%
Holding current value
$24.9 Million
Previous $15.8 Million
39.76%
% of portfolio
5.91%
Previous 4.16%
Shares
7 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$82.1 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$66.4 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$49.6 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$46.1 Million2.41% of portfolio
-
Davidson Investment Advisors127KShares$21.8 Million0.99% of portfolio