Wiser Wealth Management, Inc Vanguard S&P Small Cap 600 ETF Transaction History
Wiser Wealth Management, Inc
- $432 Million
- Q3 2025
A detailed history of Wiser Wealth Management, Inc transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 147,385 shares of VIOO stock, worth $16.4 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
147,385
Previous 141,586
4.1%
Holding current value
$16.4 Million
Previous $14.3 Million
13.6%
% of portfolio
3.77%
Previous 3.62%
Shares
14 transactions
Others Institutions Holding VIOO
# of Institutions
384Shares Held
13.4MCall Options Held
3.4KPut Options Held
600-
Orgel Wealth Management, LLC1.01MShares$112 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC845KShares$93.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY770KShares$85.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS615KShares$68.3 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$50.3 Million0.08% of portfolio