Legend Financial Advisors, Inc. Vanguard S&P Small Cap 600 Val Transaction History
Legend Financial Advisors, Inc.
- $163 Billion
- Q3 2025
A detailed history of Legend Financial Advisors, Inc. transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 96,616 shares of VIOV stock, worth $9.16 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
96,616
Previous 96,376
0.25%
Holding current value
$9.16 Million
Previous $8.25 Billion
11.55%
% of portfolio
5.64%
Previous 5.48%
Shares
19 transactions
Others Institutions Holding VIOV
# of Institutions
212Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33.3 Million0.0% of portfolio
-
Aspiriant, LLC333KShares$31.6 Million0.99% of portfolio
-
N.E.W. Advisory Services LLC306KShares$29 Million2.63% of portfolio
-
Ubs Group Ag304KShares$28.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL234KShares$22.2 Million0.01% of portfolio