Cwm, LLC Vanguard Wellington Fd U S Val Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Cwm, LLC holds 12 shares of VFVA stock, worth $1,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,363

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$111.86 - $124.32 $1,342 - $1,491	12 New	12 $1,000
Q3 2023 Oct 11, 2023	BUY	$98.19 - $107.17 $2,651 - $2,893	27 New	27 $3,000

Others Institutions Holding VFVA

# of Institutions

103

Shares Held

2.59M

Call Options Held

Put Options Held

Adviser Investments LLC

510K
Shares

$57.9 Million
0.74% of portfolio
Armbruster Capital Management, Inc.

424K
Shares

$48.2 Million
9.65% of portfolio
Anderson Hoagland & CO

260K
Shares

$29.6 Million
3.21% of portfolio
Equitable Holdings, Inc. New York, NY

111K
Shares

$12.6 Million
0.13% of portfolio
Sequoia Financial Advisors, LLC

89.5K
Shares

$10.2 Million
0.09% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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