Tfc Financial Management Vanguard Wellington Fd U S Mom Transaction History
Tfc Financial Management
- $722 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.35MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$68.2 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$54.7 Million0.1% of portfolio
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Strategic Financial Services, Inc, Utica, NY279KShares$49.1 Million2.62% of portfolio
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Systelligence, LLC179KShares$31.4 Million6.34% of portfolio