Sovereign Financial Group, Inc. Vanguard Wellington Fd U S Val Transaction History
Sovereign Financial Group, Inc.
- $536 Million
- Q4 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 13,362 shares of VFVA stock, worth $1.69 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,362
Previous 13,462
0.74%
Holding current value
$1.69 Million
Previous $1.72 Million
1.46%
% of portfolio
0.32%
Previous 0.33%
Shares
19 transactions
Others Institutions Holding VFVA
# of Institutions
103Shares Held
3.09MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC520KShares$65.8 Million0.56% of portfolio
-
Bank Of America Corp Charlotte, NC450KShares$56.9 Million0.0% of portfolio
-
Armbruster Capital Management, Inc.428KShares$54.2 Million9.31% of portfolio
-
Anderson Hoagland & CO248KShares$31.3 Million2.81% of portfolio
-
Burrus Financial Services, Inc. Salt Lake City, UT182KShares$23 Million12.55% of portfolio