United Capital Financial Advisers, LLC Vanguard S&P Small Cap 600 ETF Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,315 shares of VIOO stock, worth $250,367. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,315
Previous 2,371
2.36%
Holding current value
$250,367
Previous $232,000
7.76%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding VIOO
# of Institutions
330Shares Held
13.3MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$174 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$134 Million0.01% of portfolio
-
Morgan Stanley New York, NY688KShares$74.4 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS592KShares$64.1 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$46.6 Million0.02% of portfolio