Waypoint Wealth Counsel Vanguard S&P Small Cap 600 ETF Transaction History
Waypoint Wealth Counsel
- $159 Billion
- Q1 2025
A detailed history of Waypoint Wealth Counsel transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 11,664 shares of VIOO stock, worth $1.08 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
11,664
Previous 12,141
3.93%
Holding current value
$1.08 Million
Previous $1.29 Billion
12.56%
% of portfolio
0.71%
Previous 0.84%
Shares
9 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
13.7MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$66.6 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$55.2 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$43.2 Million0.02% of portfolio