American Financial & Tax Strategies Inc Vanguard S&P Small Cap 600 Val Transaction History
American Financial & Tax Strategies Inc
- $194 Million
- Q3 2025
A detailed history of American Financial & Tax Strategies Inc transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 21,408 shares of VIOV stock, worth $2.02 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
21,408
Previous 21,642
1.08%
Holding current value
$2.02 Million
Previous $1.85 Million
10.1%
% of portfolio
1.05%
Previous 0.98%
Shares
5 transactions
Others Institutions Holding VIOV
# of Institutions
207Shares Held
6.69MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33 Million0.0% of portfolio
-
Aspiriant, LLC341KShares$32.1 Million0.94% of portfolio
-
N.E.W. Advisory Services LLC323KShares$30.4 Million2.71% of portfolio
-
Ubs Group Ag301KShares$28.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL235KShares$22.2 Million0.01% of portfolio