Adviser Investments LLC Vanguard Wellington Fd U S Val Transaction History
Adviser Investments LLC
- $7.85 Billion
- Q1 2025
A detailed history of Adviser Investments LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Adviser Investments LLC holds 509,809 shares of VFVA stock, worth $62.3 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
509,809
Previous 534,554
4.63%
Holding current value
$62.3 Million
Previous $63.3 Million
8.16%
% of portfolio
0.74%
Previous 0.79%
Shares
12 transactions
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.6MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.423KShares$51.7 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$32.2 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$13.6 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$10.9 Million0.09% of portfolio
-
Milestone Advisory Partners71.3KShares$8.7 Million5.95% of portfolio