Root Financial Partners, LLC Vanguard Wellington Fd U S Val Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Root Financial Partners, LLC holds 252 shares of VFVA stock, worth $32,006. This represents 0.0% of its overall portfolio holdings.
Number of Shares
252Holding current value
$32,006% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
104Shares Held
2.22MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.428KShares$54.3 Million9.35% of portfolio
-
Anderson Hoagland & CO250KShares$31.7 Million2.91% of portfolio
-
Burrus Financial Services, Inc. Salt Lake City, UT204KShares$25.9 Million11.91% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$16.2 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$15.3 Million0.18% of portfolio