Alera Investment Advisors, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Alera Investment Advisors, LLC

$838 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	N/A	-240 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	240 New	240 $33,000

Others Institutions Holding VIOG

# of Institutions

161

Shares Held

3.02M

Call Options Held

2.9K

Put Options Held

200

Ameriprise Financial Inc Minneapolis, MN

306K
Shares

$36.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

225K
Shares

$26.6 Million
0.0% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

180K
Shares

$21.3 Million
0.23% of portfolio
Octavia Wealth Advisors, LLC

142K
Shares

$16.8 Million
2.1% of portfolio
Mariner, LLC Overland Park, KS

134K
Shares

$15.8 Million
0.03% of portfolio

About VANGUARD S&P SMALL CAP 600 GRO

Ticker VIOG
Sector ETFs
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