Brandywine Oak Private Wealth LLC Vanguard Wellington Fd U S Val Transaction History
Brandywine Oak Private Wealth LLC
- $1.02 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$61.3 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$48.2 Million10.14% of portfolio
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Anderson Hoagland & CO267KShares$30.7 Million3.4% of portfolio
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Sterling Manor Financial, LLC110KShares$12.7 Million9.58% of portfolio
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Sequoia Financial Advisors, LLC84KShares$9.63 Million0.09% of portfolio