Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Wellington Fd U S Val Call Options Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.65 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VFVA

# of Institutions

Shares Held

2.31M

Call Options Held

Put Options Held

Adviser Investments LLC

600K
Shares

$74.4 Million
0.91% of portfolio
Armbruster Capital Management, Inc.

421K
Shares

$52.1 Million
10.14% of portfolio
Anderson Hoagland & CO

267K
Shares

$33.1 Million
3.4% of portfolio
Sterling Manor Financial, LLC

113K
Shares

$14 Million
9.69% of portfolio
Milestone Advisory Partners

71.3K
Shares

$8.83 Million
5.95% of portfolio

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