Tidemark, LLC Vanguard Wellington Fd U S Mom Transaction History

Tidemark, LLC

$298 Million
Q3 2025

A detailed history of Tidemark, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Tidemark, LLC holds 104 shares of VFMO stock, worth $19,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares

104

Holding current value

$19,262

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$170.68 - $192.95 $17,750 - $20,066	104 New	104 $19,000

Others Institutions Holding VFMO

# of Institutions

158

Shares Held

3.41M

Call Options Held

Put Options Held

Ritholtz Wealth Management

628K
Shares

$116 Million
2.39% of portfolio
Great Valley Advisor Group, Inc.

343K
Shares

$63.6 Million
1.47% of portfolio
Wells Fargo & Company San Francisco, CA

301K
Shares

$55.7 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$51.9 Million
2.72% of portfolio
Davidson Investment Advisors

140K
Shares

$25.9 Million
1.19% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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