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 $135 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
$135 Million
Previous $114 Million
16.43%
% of portfolio
3.38%
Previous 3.15%
Shares
34 transactions
Others Institutions Holding VIOO
# of Institutions
379Shares Held
13.7MCall Options Held
3.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC845KShares$86.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY770KShares$79.2 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS615KShares$63.3 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL418KShares$43 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY403KShares$41.4 Million0.07% of portfolio