Wealth Architects, LLC Vanguard S&P Small Cap 600 Val Transaction History
Wealth Architects, LLC
- $906 Million
- Q2 2025
A detailed history of Wealth Architects, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Wealth Architects, LLC holds 12,070 shares of VIOV stock, worth $1.14 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,070
Previous 12,070
-0.0%
Holding current value
$1.14 Million
Previous $1.01 Million
1.98%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding VIOV
# of Institutions
207Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33 Million0.0% of portfolio
-
Aspiriant, LLC333KShares$31.4 Million0.99% of portfolio
-
N.E.W. Advisory Services LLC323KShares$30.4 Million2.71% of portfolio
-
Ubs Group Ag301KShares$28.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL235KShares$22.2 Million0.01% of portfolio