Samalin Investment Counsel, LLC Vanguard Wellington Fd U S Val Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$62.3 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$49 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$31.2 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$12.9 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$9.78 Million0.09% of portfolio