Caldwell Trust CO Vanguard Wellington Fd U S Val Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Caldwell Trust CO holds 1,396 shares of VFVA stock, worth $177,305. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,396
Previous 1,396
-0.0%
Holding current value
$177,305
Previous $165 Million
7.81%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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
-
Burrus Financial Services, Inc. Salt Lake City, UT204KShares$25.9 Million11.91% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$16.2 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$15.3 Million0.18% of portfolio