Caldwell Trust CO Vanguard Wellington Fd U S Val Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Caldwell Trust CO holds 1,396 shares of VFVA stock, worth $176,677. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,396
Previous 1,396
-0.0%
Holding current value
$176,677
Previous $165 Million
7.81%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
105Shares Held
3.12MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC507KShares$64.1 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC450KShares$56.9 Million0.0% of portfolio
-
Armbruster Capital Management, Inc.428KShares$54.1 Million9.35% of portfolio
-
Anderson Hoagland & CO250KShares$31.6 Million2.91% of portfolio
-
Burrus Financial Services, Inc. Salt Lake City, UT204KShares$25.8 Million11.91% of portfolio