Orgel Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Orgel Wealth Management, LLC

$3.93 Billion
Q2 2025

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,311,200 shares of VIOO stock, worth $136 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

1,311,200

Previous 1,187,480 10.42%

Holding current value

$136 Million

Previous $114 Million 16.43%

% of portfolio

3.38%

Previous 3.15%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$83.8 - $101.39 $10.4 Million - $12.5 Million	123,720 Added 10.42%	1,311,200 $133 Million
Q1 2025 Apr 15, 2025	SELL	$94.32 - $110.46 $41.7 Million - $48.9 Million	-442,454 Reduced 27.15%	1,187,480 $114 Million
Q4 2024 Jan 15, 2025	BUY	$105.45 - $117.99 $1.84 Million - $2.05 Million	17,413 Added 1.08%	1,629,934 $173 Million
Q3 2024 Oct 17, 2024	SELL	$97.19 - $109.09 $27.3 Million - $30.7 Million	-281,255 Reduced 14.85%	1,612,521 $174 Million
Q2 2024 Jul 22, 2024	BUY	$93.69 - $101.79 $2.56 Million - $2.78 Million	27,325 Added 1.46%	1,893,776 $186 Million
Q1 2024 Apr 15, 2024	SELL	$93.69 - $101.5 $4.5 Million - $4.88 Million	-48,031 Reduced 2.51%	1,866,451 $189 Million
Q4 2023 Jan 11, 2024	BUY	$81.22 - $100.75 $2.88 Million - $3.57 Million	35,402 Added 1.88%	1,914,482 $190 Million
Q3 2023 Oct 26, 2023	BUY	$86.02 - $96.92 $44 Million - $49.6 Million	511,600 Added 37.41%	1,879,080 $164 Million
Q2 2023 Jul 10, 2023	SELL	$83.72 - $92.04 $117 Million - $129 Million	-1,400,125 Reduced 50.59%	1,367,480 $126 Million
Q1 2023 Apr 06, 2023	BUY	$84.73 - $197.41 $121 Million - $282 Million	1,428,034 Added 106.6%	2,767,605 $246 Million
Q4 2022 Jan 17, 2023	BUY	$82.54 - $189.04 $4.69 Million - $10.7 Million	56,780 Added 4.43%	1,339,571 $0
Q3 2022 Oct 25, 2022	BUY	$80.61 - $98.13 $100 Million - $122 Million	1,244,094 Added 3214.96%	1,282,791 $207 Million
Q2 2022 Jul 13, 2022	SELL	$82.0 - $100.06 $85.5 Million - $104 Million	-1,042,803 Reduced 96.42%	38,697 $6.58 Million
Q1 2022 May 10, 2022	BUY	$93.89 - $106.99 $54.1 Million - $61.7 Million	576,467 Added 114.14%	1,081,500 $214 Million
Q4 2021 Jan 24, 2022	BUY	$100.24 - $111.01 $47 Million - $52 Million	468,383 Added 1277.99%	505,033 $106 Million
Q3 2021 Oct 26, 2021	BUY	$96.01 - $104.32 $229,847 - $249,742	2,394 Added 6.99%	36,650 $7.39 Million
Q2 2021 Jul 23, 2021	BUY	$97.42 - $106.53 $172,335 - $188,451	1,769 Added 5.45%	34,256 $7.11 Million
Q1 2021 Apr 28, 2021	BUY	$83.07 - $105.02 $601,094 - $759,924	7,236 Added 28.66%	32,487 $6.46 Million
Q4 2020 Feb 08, 2021	BUY	$65.54 - $84.65 $259,931 - $335,721	3,966 Added 18.63%	25,251 $4.24 Million
Q3 2020 Nov 03, 2020	BUY	$60.22 - $69.65 $30,712 - $35,521	510 Added 2.45%	21,285 $2.75 Million
Q2 2020 Jul 31, 2020	SELL	$46.6 - $68.97 $2.13 Million - $3.15 Million	-45,648 Reduced 68.72%	20,775 $2.6 Million
Q1 2020 Apr 28, 2020	BUY	$44.79 - $77.71 $1.52 Million - $2.63 Million	33,882 Added 104.12%	66,423 $6.81 Million
Q4 2019 Jan 27, 2020	BUY	$68.75 - $76.32 $756,662 - $839,977	11,006 Added 51.11%	32,541 $4.95 Million
Q3 2019 Dec 06, 2019	BUY	$70.95 - $73.67 $10,713 - $11,124	151 Added 0.71%	21,535 $3.07 Million
Q3 2019 Oct 15, 2019	BUY	$70.95 - $73.67 $45,833 - $47,590	646 Added 3.12%	21,384 $3.05 Million
Q2 2019 Jan 28, 2020	BUY	N/A	122 Added 0.59%	20,738 $2.96 Million
Q2 2019 Jul 12, 2019	BUY	N/A	1,230 Added 6.34%	20,616 $2.95 Million
Q1 2019 Jan 28, 2020	BUY	N/A	30 Added 0.15%	19,386 $2.72 Million
Q1 2019 Apr 29, 2019	BUY	N/A	1,447 Added 8.08%	19,356 $2.72 Million
Q4 2018 Jan 14, 2019	BUY	N/A	8,403 Added 88.4%	17,909 $2.25 Million
Q3 2018 Oct 11, 2018	BUY	N/A	785 Added 9.0%	9,506 $1.52 Million
Q2 2018 Jul 16, 2018	BUY	N/A	1,030 Added 13.39%	8,721 $1.33 Million
Q1 2018 Apr 25, 2018	BUY	N/A	2,244 Added 41.2%	7,691 $1.08 Million
Q4 2017 Feb 09, 2018	BUY	N/A	5,447	5,447 $759,000

Others Institutions Holding VIOO

# of Institutions

375

Shares Held

13.8M

Call Options Held

3.2K

Put Options Held

500

View Full List

About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
Sector ETFs
Industry ETFs

More about VIOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Account

Orgel Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History