Calton & Associates, Inc. Vanguard Wellington Fd U S Val Transaction History
Calton & Associates, Inc.
- $193 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.9 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$51.3 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$31.7 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21.3 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.8 Million10.22% of portfolio