New Insight Wealth Advisors Vanguard S&P Small Cap 600 ETF Transaction History
New Insight Wealth Advisors
- $266 Billion
- Q3 2025
A detailed history of New Insight Wealth Advisors transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 95,558 shares of VIOO stock, worth $10.4 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
95,558
Previous 106,209
10.03%
Holding current value
$10.4 Million
Previous $10.8 Billion
1.82%
% of portfolio
3.97%
Previous 4.42%
Shares
8 transactions
Others Institutions Holding VIOO
# of Institutions
386Shares Held
13.3MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.01MShares$110 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$95.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY800KShares$87 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS621KShares$67.6 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$49.3 Million0.08% of portfolio