Naviter Wealth, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Naviter Wealth, LLC holds 5,778 shares of VIOG stock, worth $621,077. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,778

Holding current value

$621,077

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$115.64 - $129.74 $668,167 - $749,637	5,778 New	5,778 $672,000

Others Institutions Holding VIOG

# of Institutions

172

Shares Held

3.33M

Call Options Held

2.3K

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

394K
Shares

$42.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

240K
Shares

$25.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

208K
Shares

$22.4 Million
0.01% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

181K
Shares

$19.4 Million
0.3% of portfolio
Octavia Wealth Advisors, LLC

142K
Shares

$15.2 Million
2.0% of portfolio

View Full List

About VANGUARD S&P SMALL CAP 600 GRO

Ticker VIOG
Sector ETFs
Industry ETFs

More about VIOG

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Naviter Wealth, LLC Vanguard S&P Small Cap 600 Gro Transaction History