Base Wealth Management LLC Vanguard S&P Small Cap 600 ETF Transaction History
Base Wealth Management LLC
- $175 Billion
- Q3 2025
A detailed history of Base Wealth Management LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Base Wealth Management LLC holds 20,872 shares of VIOO stock, worth $2.32 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
20,872
Previous 20,342
2.61%
Holding current value
$2.32 Million
Previous $2.06 Billion
11.97%
% of portfolio
1.31%
Previous 1.32%
Shares
3 transactions
Others Institutions Holding VIOO
# of Institutions
383Shares Held
13.4MCall Options Held
3.4KPut Options Held
600-
Orgel Wealth Management, LLC1.01MShares$112 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC845KShares$93.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY770KShares$85.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS615KShares$68.3 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$50.3 Million0.08% of portfolio