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 $396,144. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,119
Previous 3,119
-0.0%
Holding current value
$396,144
Previous $355,000
3.66%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
104Shares Held
2.22MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.428KShares$54.3 Million9.35% of portfolio
-
Anderson Hoagland & CO250KShares$31.7 Million2.91% of portfolio
-
Burrus Financial Services, Inc. Salt Lake City, UT204KShares$25.9 Million11.91% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$16.2 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$15.3 Million0.18% of portfolio