International Assets Investment Management, LLC Vanguard Wellington Fd U S Val Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 30, 2023	BUY	$89.74 - $105.14 $205,504 - $240,770	2,290 New	2,290 $225,000

Others Institutions Holding VFVA

# of Institutions

Shares Held

2.31M

Call Options Held

Put Options Held

Adviser Investments LLC

600K
Shares

$71.4 Million
0.91% of portfolio
Armbruster Capital Management, Inc.

417K
Shares

$49.6 Million
10.05% of portfolio
Anderson Hoagland & CO

265K
Shares

$31.5 Million
3.31% of portfolio
Sterling Manor Financial, LLC

113K
Shares

$13.4 Million
9.69% of portfolio
Milestone Advisory Partners

71.3K
Shares

$8.48 Million
5.95% of portfolio

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About VANGUARD WELLINGTON FD U S VAL

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