Principal Securities, Inc. Vanguard Wellington Fd U S Val Transaction History
Principal Securities, Inc.
- $5.32 Trillion
- Q2 2025
A detailed history of Principal Securities, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Principal Securities, Inc. holds 100 shares of VFVA stock, worth $12,289. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$12,289
Previous $11.8 Million
0.07%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
100Shares Held
2.15MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.423KShares$52 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$32.4 Million3.03% of portfolio
-
Burrus Financial Services, Inc. Salt Lake City, UT202KShares$24.9 Million11.45% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$15.7 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$14.8 Million0.18% of portfolio