Icon Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History
Icon Wealth Advisors, LLC
- $1.33 Billion
- Q2 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,438 shares of VIOV stock, worth $388,857. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,438
Previous 4,438
-0.0%
Holding current value
$388,857
Previous $372,000
1.88%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
203Shares Held
7.02MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC354KShares$31 Million2.37% of portfolio
-
Aspiriant, LLC341KShares$29.9 Million0.94% of portfolio
-
Morgan Stanley New York, NY324KShares$28.4 Million0.0% of portfolio
-
Ubs Group Ag301KShares$26.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL254KShares$22.3 Million0.01% of portfolio