Cibc Private Wealth Group, LLC Vanguard Wellington Fd U S Val Put Options Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VFVA

# of Institutions

104

Shares Held

2.22M

Call Options Held

0

Put Options Held

0

Armbruster Capital Management, Inc.

428K
Shares

$54.3 Million
9.35% of portfolio
Anderson Hoagland & CO

250K
Shares

$31.7 Million
2.91% of portfolio
Burrus Financial Services, Inc. Salt Lake City, UT

204K
Shares

$25.9 Million
11.91% of portfolio
Equitable Holdings, Inc. New York, NY

128K
Shares

$16.2 Million
0.13% of portfolio
Adviser Investments LLC

120K
Shares

$15.3 Million
0.18% of portfolio

About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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