Umb Bank, N.A. Vanguard Wellington Fd U S Val Transaction History
Umb Bank, N.A.
- $5.92 Billion
- Q1 2025
A detailed history of Umb Bank, N.A. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Umb Bank, N.A. holds 53,931 shares of VFVA stock, worth $5.57 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
53,931
Previous 57,961
6.95%
Holding current value
$5.57 Million
Previous $6.86 Million
10.64%
% of portfolio
0.1%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding VFVA
# of Institutions
101Shares Held
2.46MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$55.2 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.424KShares$43.8 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$26.9 Million3.21% of portfolio
-
Sterling Manor Financial, LLC110KShares$11.4 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$8.67 Million0.09% of portfolio