Capital Advisors Wealth Management, LLC Vanguard Wellington Fd U S Val Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 41,562 shares of VFVA stock, worth $5.28 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
41,562Holding current value
$5.28 Million% of portfolio
0.78%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
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Anderson Hoagland & CO250KShares$31.7 Million2.91% of portfolio
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Burrus Financial Services, Inc. Salt Lake City, UT202KShares$25.7 Million11.45% of portfolio
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Equitable Holdings, Inc. New York, NY128KShares$16.2 Million0.13% of portfolio
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Adviser Investments LLC120KShares$15.3 Million0.18% of portfolio