Tfc Financial Management Vanguard Wellington Fd U S Mom Transaction History

Tfc Financial Management

$629 Million
Q3 2024

A detailed history of Tfc Financial Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Tfc Financial Management holds 408 shares of VFMO stock, worth $69,131. This represents 0.01% of its overall portfolio holdings.

Number of Shares

408

Holding current value

$69,131

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$141.31 - $161.48 $57,654 - $65,883	408 New	408 $65,000

Others Institutions Holding VFMO

# of Institutions

111

Shares Held

2.48M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$73.2 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$70.2 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$46.7 Million
2.64% of portfolio
Anderson Hoagland & CO

137K
Shares

$23.3 Million
2.29% of portfolio
Davidson Investment Advisors

129K
Shares

$21.8 Million
1.02% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Tfc Financial Management Vanguard Wellington Fd U S Mom Transaction History