Jpmorgan Chase & CO Vanguard Wellington Fd U S Val Transaction History

Jpmorgan Chase & CO

$1.27 Trillion
Q1 2025

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$111.86 - $124.32 $0 - $0	0 New	0 $0
Q4 2022 Feb 13, 2023	BUY	$89.74 - $105.14 $3,230 - $3,785	36 New	36 $4,000
Q2 2022 Aug 11, 2022	BUY	$91.07 - $108.95 $14,115 - $16,887	155 New	155 $14,000

Others Institutions Holding VFVA

# of Institutions

101

Shares Held

2.14M

Call Options Held

0

Put Options Held

0

Armbruster Capital Management, Inc.

423K
Shares

$53.8 Million
9.12% of portfolio
Anderson Hoagland & CO

250K
Shares

$31.7 Million
2.91% of portfolio
Burrus Financial Services, Inc. Salt Lake City, UT

202K
Shares

$25.7 Million
11.45% of portfolio
Equitable Holdings, Inc. New York, NY

128K
Shares

$16.2 Million
0.13% of portfolio
Adviser Investments LLC

120K
Shares

$15.3 Million
0.18% of portfolio

About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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