Tidemark, LLC Vanguard Wellington Fd Us Mult Transaction History

Tidemark, LLC

$253 Million
Q4 2024

A detailed history of Tidemark, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Tidemark, LLC holds 275 shares of VFMF stock, worth $37,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares

275

Holding current value

$37,587

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$128.97 - $141.41 $35,466 - $38,887	275 New	275 $35,000

Others Institutions Holding VFMF

# of Institutions

Shares Held

1.24M

Call Options Held

Put Options Held

Anderson Hoagland & CO

305K
Shares

$41.7 Million
4.28% of portfolio
Envestnet Asset Management Inc

200K
Shares

$27.3 Million
0.01% of portfolio
Opus Capital Group, LLC

106K
Shares

$14.5 Million
1.76% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

79.3K
Shares

$10.8 Million
1.47% of portfolio
Raymond James Financial Inc St. Petersburg, FL

73K
Shares

$9.98 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
Industry ETFs

More about VFMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tidemark, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tidemark, LLC with notifications on news.

Account