Burrus Financial Services, Inc. Vanguard Wellington Fd U S Val Transaction History
Burrus Financial Services, Inc.
- $218 Billion
- Q3 2025
A detailed history of Burrus Financial Services, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Burrus Financial Services, Inc. holds 203,636 shares of VFVA stock, worth $25.9 Million. This represents 11.91% of its overall portfolio holdings.
Number of Shares
203,636
Previous 202,255
0.68%
Holding current value
$25.9 Million
Previous $23.9 Billion
8.53%
% of portfolio
11.91%
Previous 11.45%
Shares
15 transactions
Others Institutions Holding VFVA
# of Institutions
102Shares Held
2.19MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.428KShares$54.3 Million9.35% of portfolio
-
Anderson Hoagland & CO250KShares$31.7 Million2.91% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$16.2 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$15.3 Million0.18% of portfolio
-
Menora Mivtachim Holdings Ltd.93KShares$11.8 Million0.06% of portfolio