Adviser Investments LLC Vanguard Wellington Fd U S Val Call Options Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VFVA

# of Institutions

89

Shares Held

2.31M

Call Options Held

0

Put Options Held

0

Armbruster Capital Management, Inc.

417K
Shares

$49.3 Million
10.05% of portfolio
Anderson Hoagland & CO

265K
Shares

$31.3 Million
3.31% of portfolio
Sterling Manor Financial, LLC

113K
Shares

$13.4 Million
9.69% of portfolio
Milestone Advisory Partners

71.3K
Shares

$8.42 Million
5.95% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

66.7K
Shares

$7.88 Million
0.01% of portfolio

About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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