Waypoint Wealth Counsel Vanguard S&P Small Cap 600 ETF Transaction History
Waypoint Wealth Counsel
- $159 Billion
- Q1 2025
A detailed history of Waypoint Wealth Counsel transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 11,664 shares of VIOO stock, worth $1.15 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
11,664
Previous 12,141
3.93%
Holding current value
$1.15 Million
Previous $1.29 Billion
12.56%
% of portfolio
0.71%
Previous 0.84%
Shares
9 transactions
Others Institutions Holding VIOO
# of Institutions
369Shares Held
13.6MCall Options Held
3.2KPut Options Held
500-
Orgel Wealth Management, LLC1.19MShares$117 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$82.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY740KShares$72.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS628KShares$61.7 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY405KShares$39.8 Million0.08% of portfolio