Tucker Asset Management LLC Vanguard Wellington Fd Transaction History

Tucker Asset Management LLC

$939 Billion
Q4 2024

A detailed history of Tucker Asset Management LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Tucker Asset Management LLC holds 305 shares of VFMV stock, worth $38,670. This represents 0.0% of its overall portfolio holdings.

Number of Shares

305

Holding current value

$38,670

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$120.0 - $127.93 $36,600 - $39,018	305 New	305 $36.8 Million

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.19M

Call Options Held

Put Options Held

Tanglewood Wealth Management, Inc.

202K
Shares

$25.6 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$22.6 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

134K
Shares

$16.9 Million
0.33% of portfolio
New Edge Advisors, LLC New Orleans, LA

69.5K
Shares

$8.81 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

65.6K
Shares

$8.32 Million
4.75% of portfolio

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About VANGUARD WELLINGTON FD

Ticker VFMV
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Tucker Asset Management LLC Vanguard Wellington Fd Transaction History