Core Cap Advisors, LLC Vanguard Wellington Fd U S Val Transaction History
Core Cap Advisors, LLC
- $2.18 Billion
- Q1 2025
A detailed history of Core Cap Advisors, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Core Cap Advisors, LLC holds 186 shares of VFVA stock, worth $22,718. This represents 0.0% of its overall portfolio holdings.
Number of Shares
186
Previous 186
-0.0%
Holding current value
$22,718
Previous $22,000
4.55%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.6MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$62.3 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.424KShares$51.8 Million9.65% of portfolio
-
Anderson Hoagland & CO264KShares$32.2 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$13.6 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$10.9 Million0.09% of portfolio