Curio Wealth, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 174 shares of VIOO stock, worth $18,779. This represents 0.01% of its overall portfolio holdings.

Number of Shares

174

Holding current value

$18,779

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$105.45 - $117.99 $18,348 - $20,530	174 New	174 $18.5 Million

Others Institutions Holding VIOO

# of Institutions

344

Shares Held

14.2M

Call Options Held

Put Options Held

Orgel Wealth Management, LLC

1.63M
Shares

$176 Million
4.68% of portfolio
Bank Of America Corp Charlotte, NC

1.24M
Shares

$134 Million
0.01% of portfolio
Morgan Stanley New York, NY

688K
Shares

$74.2 Million
0.01% of portfolio
Mariner, LLC Overland Park, KS

592K
Shares

$63.9 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

431K
Shares

$46.5 Million
0.02% of portfolio

View Full List

About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
Sector ETFs
Industry ETFs

More about VIOO

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