Confluence Wealth Services, Inc. Vanguard S&P Small Cap 600 ETF Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
390Shares Held
13.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.01MShares$111 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC845KShares$92.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY770KShares$84.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS615KShares$67.5 Million0.09% of portfolio
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Cerity Partners LLC New York, NY453KShares$49.7 Million0.08% of portfolio