Global Retirement Partners, LLC Vanguard Wellington Fd U S Val Transaction History
Global Retirement Partners, LLC
- $3.86 Billion
- Q2 2025
A detailed history of Global Retirement Partners, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Global Retirement Partners, LLC holds 65 shares of VFVA stock, worth $7,748. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 135
51.85%
Holding current value
$7,748
Previous $15,000
53.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
98Shares Held
1.96MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.423KShares$50.5 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$31.4 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$15.2 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$14.4 Million0.18% of portfolio
-
Menora Mivtachim Holdings Ltd.93KShares$11.1 Million0.06% of portfolio