Rockingstone Advisors LLC Vanguard Wellington Fd U S Val Transaction History
Rockingstone Advisors LLC
- $190 Billion
- Q2 2025
A detailed history of Rockingstone Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Rockingstone Advisors LLC holds 6,067 shares of VFVA stock, worth $741,023. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,067
Previous 6,148
1.32%
Holding current value
$741,023
Previous $701 Million
2.4%
% of portfolio
0.38%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.59MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$62.3 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.423KShares$51.7 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$32.2 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$13.6 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$10.9 Million0.09% of portfolio