Naviter Wealth, LLC Vanguard S&P Small Cap 600 Val Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Naviter Wealth, LLC holds 12,814 shares of VIOV stock, worth $1.2 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,814

Holding current value

$1.2 Million

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$89.88 - $101.38 $1.15 Million - $1.3 Million	12,814 New	12,814 $1.2 Million

Others Institutions Holding VIOV

# of Institutions

205

Shares Held

6.57M

Call Options Held

Put Options Held

N.E.W. Advisory Services LLC

321K
Shares

$30.1 Million
2.89% of portfolio
Ubs Group Ag

317K
Shares

$29.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

314K
Shares

$29.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

248K
Shares

$23.3 Million
0.01% of portfolio
One Day In July LLC

205K
Shares

$19.3 Million
2.01% of portfolio

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About VANGUARD S&P SMALL CAP 600 VAL

Ticker VIOV
Sector ETFs
Industry ETFs

More about VIOV

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Naviter Wealth, LLC Vanguard S&P Small Cap 600 Val Transaction History