New Insight Wealth Advisors Vanguard S&P Small Cap 600 ETF Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 2025
A detailed history of New Insight Wealth Advisors transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 106,209 shares of VIOO stock, worth $11 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
106,209
Previous 113,291
6.25%
Holding current value
$11 Million
Previous $10.9 Billion
1.67%
% of portfolio
4.42%
Previous 4.96%
Shares
7 transactions
Others Institutions Holding VIOO
# of Institutions
375Shares Held
13.8MCall Options Held
3.2KPut Options Held
500-
Orgel Wealth Management, LLC1.31MShares$136 Million3.38% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$87.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY740KShares$76.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS628KShares$65.1 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY405KShares$42 Million0.08% of portfolio