Market Street Wealth Management Advisors LLC Vanguard S&P Small Cap 600 ETF Transaction History

Market Street Wealth Management Advisors LLC

$545 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$93.89 - $106.99 $112,949 - $128,708	-1,203 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$100.24 - $111.01 $120,588 - $133,545	1,203 New	1,203 $253,000

Others Institutions Holding VIOO

# of Institutions

342

Shares Held

14.1M

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

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About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
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