Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Wellington Fd U S Val Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 3,119 shares of VFVA stock, worth $399,824. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,119
Previous 3,119
-0.0%
Holding current value
$399,824
Previous $355,000
3.66%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
97Shares Held
1.96MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.423KShares$54.3 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$33.8 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$16.4 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$15.4 Million0.18% of portfolio
-
Menora Mivtachim Holdings Ltd.93KShares$11.9 Million0.06% of portfolio