Retirement Capital Strategies Vanguard Wellington Fd U S Val Transaction History
Retirement Capital Strategies
- $249 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.3 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$51 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$31.5 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21.1 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.7 Million10.22% of portfolio