Uma Financial Services, Inc. Vanguard S&P Small Cap 600 ETF Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 8 shares of VIOO stock, worth $870. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8
Previous 8
-0.0%
Holding current value
$870
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
387Shares Held
13.3MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.04MShares$113 Million2.65% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$95.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY800KShares$87 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS621KShares$67.6 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$49.3 Million0.08% of portfolio