Milestone Advisory Partners Vanguard Wellington Fd U S Val Call Options Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VFVA

# of Institutions

89

Shares Held

2.31M

Call Options Held

0

Put Options Held

0

Adviser Investments LLC

600K
Shares

$71.4 Million
0.91% of portfolio
Armbruster Capital Management, Inc.

417K
Shares

$49.6 Million
10.05% of portfolio
Anderson Hoagland & CO

265K
Shares

$31.5 Million
3.31% of portfolio
Sterling Manor Financial, LLC

113K
Shares

$13.4 Million
9.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

66.7K
Shares

$7.94 Million
0.01% of portfolio

About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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