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

Orgel Wealth Management, LLC

$4.15 Billion
Q3 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 1,012,871 shares of VIOO stock, worth $110 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

1,012,871

Previous 1,311,200 22.75%

Holding current value

$110 Million

Previous $133 Million 15.7%

% of portfolio

2.7%

Previous 3.38%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$100.63 - $112.27 $30 Million - $33.5 Million	-298,329 Reduced 22.75%	1,012,871 $112 Million
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

387

Shares Held

13.3M

Call Options Held

Put Options Held

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About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
Sector ETFs
Industry ETFs

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